Financial Advisor
Core
Establish a portfolio of bank customers by meeting their financial objectives through sound advice and guidance based on their current standing and goals.
Role type
Branch-based Financial Advisor
Builds
Client relationships and investment portfolios
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial planning, prospecting, lead utilization, portfolio planning, compliance adherence, relationship management
Preferred skills
Certified Financial Planning, Chartered Financial Consultant, Certified Retirement Specialist, 2+ years Financial Advisory experience
Technologies
Investment products, Financial Planning services
Responsibilities
Provide investment solutions and in-depth guidance through Financial Planning services; Identify and follow up on opportunities to establish customer relationships including prospecting and lead utilization; Build and maintain a strong client network and pipeline; Conduct and/or participate in investment performance and relationship reviews; Keep junior level staff informed about investment products and opportunities; Adhere to compliance requirements and follow corporate and industry protocols
