Associate Financial Advisor

Conduct client engagement by meeting with personal and small business clients to understand priorities, advise on solutions, and provide forward-looking financial plans. Manage portfolios of mortgage clients individually or as part of a team to deepen relationships and ensure investment, financial, and credit needs are met. Execute relationship building through marketing, outreach, and networking with clients' families to uncover growth opportunities and refer to appropriate partners. Leverage technology by introducing clients to mobile banking applications and managing banking centre hours that may include evenings and weekends. Work full-time on-site at multiple banking centres within a reasonable travel distance to deliver a great client experience.