Financial Advisor Arthur & Parkdale Branch

Requisition

What your role will be… Financial Advisor  help employees build their futures – where they can be themselves and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and development, there are endless possibilities.

What you’ll be doing…

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

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellent customer service.
• Proven ability to meet and exceed sales targets in a fast‑paced environment that aligns to a customer’s stated goals.
• Ability to uncover and solve for customers’ needs.
• Mutual Funds licence and working toward the CIFP Diploma.

What we’re offering…

• The opportunity to join a forward‑thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities – for you and our customers.
• Recognition and reward for high performance. Support from leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• Clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair, enabling you to build deeper relationships and grow your expertise.

Location(s):
Canada :
Ontario :
Thunder Bay

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.