Associate Financial Advisor
On-site · Sarnia, Ontario, Canada or Colborne, Ontario, Canada
Job Summary
As an Associate Financial Advisor, you’ll work in a fast-paced banking centre delivering personalized financial solutions to personal and small business clients, manage a mortgage client portfolio, and travel between banking centres within a reasonable distance. You’ll engage clients to understand priorities, develop and present forward-looking financial plans, and connect clients with appropriate specialists. You’ll also drive business development through networking, outreach, and events, leveraging technology to help clients manage their banking needs and promoting retail banking offerings.
Required Qualifications
- 2-3 years experience providing financial advice to clients
- Certified professional with Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility for CIRO-MFD licensing
- CFSA (Certificate of Financial Services Advice) is an asset
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