About this role
Job title: Senior Financial Advisor
About the Role Senior Financial Advisor in the Canadian Banking Branch network responsible for delivering customer-centric financial guidance, building lasting relationships, and helping customers create comprehensive financial plans that align with their goals.
What You'll Do
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating our customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
What We're Looking For
- The appetite and drive to build strong customer relationships
- A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
- The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
- A Mutual Funds licence and completed CIFP Diploma
Compensation & Benefits
- A competitive compensation and benefits package.
- An organization committed to making a difference in our communities– for you and our customers.
- You’ll be recognized and rewarded for high-performance.
- You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- You’ll receive clear, transparent criteria to progress in your career.
- You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.