About this role
About the Role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), this Financial Planner role sits in our retail branch network as a member of the branch sales team. Your remit includes meeting or exceeding deposit and investment sales goals through effective management of your assigned client portfolio, establishing and deepening investment and primary banking relationships with existing clients and referrals from branch partners, and promoting the growth of proprietary investment business in the market through comprehensive financial planning. What You'll Do
- Establish and deepen investment and primary banking relationships with existing clients and referrals from branch partners.
- Conduct in-depth reviews for retirement planning, wealth accumulation, and estate planning using financial planning skills and tools to support clients' goals.
- Deliver trusted financial advice regarding investments and retirement planning, uncovering and solving client needs with personalized strategies.
- Build strong client engagement, educate clients, and deliver expert advice to grow long-standing relationships.
- Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.
- Focus on achieving targets to balance client satisfaction with business growth. What We're Looking For
- Successfully completed CIFP/CFP designation or bank recognized equivalent.
- Certification as a Mutual Funds Representative in good standing with licensing requirements. Nice to Have
- Experience in financial planning and investment sales is preferred.