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Job Description & How to Apply Below
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.
Position Requirements
10+ Years
work experience
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