Financial Advisor - CIRO-ID
On-siteCalgary, Alberta, Canada
Job Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. Deliver tailored advice across day-to-day banking, investments, lending, and estate planning while acting as a single point of contact for your clients. Cultivate your network to establish new relationships, convert leads into new clients, and participate in local marketing and outreach activities to heighten brand awareness. Work flexible banking centre hours that may include evenings and weekends, traveling between multiple banking centres within a reasonable distance. Maintain current CIRO-ID, AMF, and RRC licensing accreditations.
Required Qualifications
- CIRO-ID certification
- Current accreditation and good standing for CIRO-ID licensing
- Current accreditation and good standing in AMF licensing
- Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC)
- Registered Retirement Consultant (RRC)
- Postsecondary degree/diploma
- 4 years of relevant experience
- Legally eligible to work at the location(s) specified
- Valid work or study permit (where applicable)
Desired Qualifications
- Completion of CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)
- Completion of CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
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