Senior Financial Advisor - Broadway and Oak Branch - Vancouver, BC
On-siteVancouver, British Columbia, Canada
Job Summary
Proactively discover customer needs through listening and education, then build comprehensive financial plans using a holistic approach to help clients achieve their goals. Nurturing strong, long-standing relationships while developing, retaining, and growing branch business by delivering against individual and team sales targets. Provide relevant insights and expert advice on day-to-day banking, investments, and borrowing solutions to support a positive customer experience. This role requires a Mutual Funds licence and completed CIFP Diploma, with a focus on meeting and exceeding sales targets in a fast-paced environment.
Required Qualifications
- A Mutual Funds licence
- completed CIFP Diploma
- The appetite and drive to build strong customer relationships
- A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
- The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer's stated goals
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