About this role

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.
Implements business development strategies to acquire new business.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
Implements a relationship management plan in collaboration with the lead relationship manager.

Typically, between 4 -6 years of relevant experience and 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