About this role
Role Overview
- Meet with clients to understand their personal and business priorities
- Advise clients on solutions and provide a forward-looking financial plan
- Engage in marketing and outreach activities
- Create relationships by networking with clients’ families and friends
- Become a technology expert and share knowledge of mobile banking applications
Requirements
- 2 – 3 years experience providing financial advice to clients
- Current accreditation and good standing in Mutual Funds License
- Must meet eligibility requirements for CIRO-MFD licensing
- Current accreditation and good standing in CFSA is an asset
- Strong sense of curiosity
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, social recognition program