Job Title: Financial Advisor
About the Role:
We are seeking a customer-centric Financial Advisor to join our Canadian Banking Branch network in Kanata, Ontario. As an essential member of our team, you will be responsible for providing exceptional service to our customers by:
* Taking a proactive approach to discovering customer needs and listening to understand their requests.
* Educating customers on relevant insights and expert advice to help them achieve their goals.
* Buidling comprehensive plans using a holistic approach to nurture strong relationships.
* Developing, retaining, and growing the branch business by delivering against individual and team sales goals.
Requirements:
To succeed in this role, you will need:
* A proven ability to build strong customer relationships and deliver excellent customer service.
* The appetite and drive to meet and exceed sales targets in a fast-paced environment.
* Mutual Funds licence and working towards the CIFP Diploma.
What We Offer:
We offer a competitive compensation and benefits package, as well as opportunities for growth and development within a collaborative team of innovative thinkers. Our organization is committed to making a difference in our communities and provides clear, transparent criteria for career progression.
Location: Canada, Ontario, Kanata