Financial Advisor

Description:

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a senior-level Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.
How you’ll be spending your time

• Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
• Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
• Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
• Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you
You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.
The experience you bring

• Experience working in the financial industry
• Experience working in a customer care/customer service role
• Experience in portfolio management
• License and experience in selling Mutual Funds is required; or working towards designation
• First Canadian Title Training
• Registered Retirement Consultant designations; or working towards this designation

What you get in return
Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

• Competitive compensation and benefits package
• Industry leading work-life balance and rewards
• Formal and informal employee development
• Meaningful work that makes a real difference in our members’ lives