Provides financial and investment planning and advice in collaboration with other team members
Determines client needs and provides solutions through the sales of managed products and services
Supports the achievement of sales and performance targets
Implements business development strategies to acquire new business
Identifies opportunities during customer conversations to generate referrals
Implements a relationship management plan in collaboration with the lead relationship manager
Monitors and tracks performance and addresses any issues

Typically, between 4 -6 years of relevant experience
Post-secondary degree in related field of study or an equivalent combination of education and experience
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
Life and Health Insurance Producer’s License
Completed LTC Continuing Education Requirements
Strong working knowledge of financial industry
In-depth experience working with managed products and providing fee-based advice
In-depth understanding of deposit and loan (including mortgage) products and banking services
Technical proficiency gained through education and/or business experience

Financial Advisor

Key skills