Associate Financial Advisor

Meet with clients to understand their personal and business priorities, advise on solutions, and provide forward-looking financial plans. Manage a portfolio of mortgage clients individually or as part of a team to deepen relationships and meet investment, financial, and credit needs. Engage in marketing and outreach activities, network with clients' families and friends to uncover opportunities, and call existing and potential clients to identify future growth. Become a technology expert by introducing clients to mobile banking applications and helping them manage banking needs effectively. Work full-time on-site in a fast-paced Banking Centre to help clients achieve their financial goals.