About this role
Role Overview
- Identify client's life and financial goals
- Conduct reporting and analysis for effective solutions
- Monitor service and implement continuous improvements
- Stay knowledgeable of best practices and emerging trends
- Participate fully as a team member for a positive work environment
Requirements
- University Degree (preferred)
- 3 – 5 years within the financial services industry managing client relationships
- CIRO Registered Representative (RR) license within first 120 days in role
- Achieve Certified Financial Planner (CFP) designation within first 3 years in role
- Deep understanding of the industry and competitive landscape
- Excellent people and problem-solving skills
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and recognition programs