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Associate Financial Advisor – Eastern Ontario
Job Description & How to Apply Below
Responsibilities
- 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
- 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
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This feature helps candidates tailor their applications more effectively.
Hard Skills- financial planning
- financial advice
- marketing
- networking
- client engagement
- communication
- relationship building
- advisory skills
- Mutual Funds License
- Canadian Securities Course
- Investment Funds in Canada
- CIRO-MFD licensing
- CFSA
Position Requirements
10+ Years
work experience
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