Financial Advisor
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit.
Role type
Financial Advisor (Personal & Commercial Banking)
Builds
Customized financial solutions for complex personal and business needs
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Mutual Funds accreditation, Canadian Securities Course (CSC), sales experience in financial services, trust-building, digital literacy
Preferred skills
local community networking
Technologies
smartphones, tablets, laptops
Responsibilities
Uncover client needs and deliver client-centric advice, resolve client concerns, educate clients on digital self-service, implement relationship building strategies for client acquisition and retention, collaborate with financial planning and business banking experts
Seniority
Entry-level to Mid-level, hands-on IC
