Financial Advisor
Core
Build and grow a book of business through referrals and new client development, delivering personalized investment and insurance solutions.
Role type
Financial Advisor (Sales/Advisory)
Builds
Client relationships and assets under management
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales, business development, networking, client relationship management, portfolio review, financial planning
Preferred skills
retail banking experience, wealth management experience
Technologies
investment solutions, insurance products
Responsibilities
Build and grow a book of business through referrals and new client development, Deliver personalized investment and insurance solutions aligned to client goals, Partner with branch, business banking, and wealth teams to generate consistent opportunities, Conduct portfolio reviews and recommend tailored strategies to grow and protect assets, Manage the full client lifecycle from discovery to long-term relationship management
Seniority
Mid-level, hands-on IC