Salary
The annual salary starts at $61,200. Based on your experience and expertise, the salary and level can be reviewed.
Responsibilities- Manage client appointments and be attentive to their needs.
- Advise professional clients and recommend appropriate financial solutions to meet their investment, personal financing, made‑to‑measure insurance and estate planning needs.
- Support your clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction, engagement and loyalty.
- Refer your clients to specialist colleagues for specific needs.
- Ensure adherence to compliance and risk management rules.
Monday to Thursday: 9am to 5pm (with a minimum of one evening per week 12pm to 8pm), Friday 9am to 5pm, and Saturday 9am to 5pm on rotation based on operational needs.
TeamOur team values passionate people and bold ideas. You will benefit from a structured development path and role‑specific coaching designed to develop your expertise and strengthen advisory skills.
TrainingOur training programs use on‑the‑job learning to help you master your role. You can access personalized training content on banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds.
Prerequisites- Hold a college diploma (DEC) or equivalent.
- Obtain or hold a mutual fund representative (MFR) licence within three months of hiring, with a full refund once obtained.
- Have advisory service experience, an inclusive attitude, and openness to diversity.
- Health and wellness program with many options.
- Flexible group insurance.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and family assistance program.
- Preferential banking services.
- Involvement in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
We welcome all candidates and aim to provide a barrier‑free and accessible environment to all employees. We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, let us know during your initial conversations.
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