Senior Financial Advisor - Fleetwood Branch BC

Senior Financial Advisor

Location:

Surrey, British Columbia, Canada.

• Take a proactive approach to discovering customer needs and listening to understand what they are asking for.
• Educate customers and provide relevant insights and expert advice.
• Build comprehensive financial plans using a holistic approach to help customers achieve their goals.
• Nurture strong, long‑standing relationships.
• Develop, retain and grow branch business by delivering against individual and team sales goals to support a positive customer experience.

• Appetite and drive to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies including day‑to‑day banking, investment, and borrowing solutions.
• Proven ability to meet and exceed sales targets in a fast‑paced environment aligned to customer goals.
• Mutual Funds licence and completed CIFP Diploma.

• Opportunity to join a forward‑thinking organization with a collaborative team of innovative thinkers.
• Competitive compensation and benefits package.
• Commitment to making a difference in communities for employees and customers.
• Recognition and rewards for high performance; support from leadership with meaningful development conversations and internal training.
• Clear, transparent criteria to progress in career.
• No need to wait for a vacancy in the branch or move to another branch to advance career; can keep relationships and expertise in the same location.