Senior Financial Advisor - CIRO-MFD/AMF
On-sitePointe-Claire, Quebec, Canada
Job Summary
Manage and grow a large client portfolio by delivering dedicated relationship management, complex financial services support, and comprehensive financial planning. Proactively engage with new and existing clients to provide trusted investment advice, helping them secure futures, own homes, and build businesses. Cultivate networks to establish lasting connections, convert leads into new clients, and leverage credit and investment solutions to drive bottom-line results. Heighten brand awareness by attending local events and participating in marketing outreach activities. Work full-time on-site in the Imperial Service Team, applying a needs-based approach to enhance client relationships and generate referrals.
Required Qualifications
- You put our clients first
- You engage with purpose to find the right solutions
- You go the extra mile, because it's the right thing to do
- You're passionate about people
- You find meaning in relationships, and surround yourself with a diverse network of partners
- You build trust through respect and authenticity
- You act like an owner
- You thrive when you're empowered to take the lead, go above and beyond, and deliver results
- You're driven to succeed
- You are motivated by accomplishing your goals and delivering your best to make an impact
- You're a certified professional (MFDA)
- You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire
- Personal Financial Planner (PFP)
- You're a certified professional (Quebec)
- You have current accreditation and good standing in AMF licensing
- Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing
- Registered Retirement Consultant (RRC)
- You need to be legally eligible to work at the location(s) specified above
- must have a valid work or study permit
Desired Qualifications
- It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.