About this role
Role Overview
- Work in a fast-paced Banking Centre
- Meet with clients to understand their personal and business priorities
- Advise clients on solutions and provide a financial plan
- Engage in marketing and outreach activities
- Create networks by networking with clients’ families and friends
- Call existing and potential clients for growth opportunities
- Attend community and banking centre events
Requirements
- 2 – 3 years experience in providing financial advice to clients
- Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
- Must meet eligibility requirements for CIRO-MFD licensing
- Current accreditation and good standing in CFSA (Certificate of Financial Services Advice) is an asset
Benefits
- Competitive compensation
- Banking benefit*
- Wellbeing support
- Employee and family assistance programs
- MomentMakers, our social, points-based recognition program