Key skills
CollaborationSales
About this role
Role Overview
- Provide expert financial planning counsel specializing in wealth management solutions
- Partner with banking centre based advisors
- Conduct regular information sessions/seminars for relationship managers
Requirements
- 7
- 10 years of financial advisory/sales experience with High Net Worth clients
- Extensive investment knowledge and expertise
- Strong understanding of markets
- Analyze customer portfolios and prepare retirement/investment plans
- Educate customers about investments and portfolios
- Collaboration with relationship managers
- Mandatory Certified Financial Planner designation (CFP) and Canadian Securities Course (CSC)
Benefits
- Competitive compensation
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program