Financial Advisor

What you’ll be doing… 

Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, you will be provided in-depth training designed to allow you to provide exceptional service throughout the customer’s journey by: 

• 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 customer’s 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 individuals and team sales goals that support a positive customer experience

What you need to succeed… 

• How to build strong customer relationships and deliver excellent customer service
• Demonstrated ability to meet and exceed business goals that align to a customer’s stated goals
• To uncover and solve for customers’ needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering… 

• The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers
• A rewarding career path with diverse opportunities for professionally development
• A competitive compensation and benefits package
• Internal training to support your growth and enhance your skills
• An organization committed to making a difference in our communities– for you and our customers