10 дней назад
Financial Advisor CIRO-MFD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor CIRO-MFD (Financial Services): Building and growing client portfolios through relationship management, financial planning, investment, lending, and estate-planning advice with an accent on client engagement, business development, and community connections. Focus on developing local-market sales plans, expanding client networks, and delivering tailored financial solutions across multiple banking centres.
Location: Whitehorse, Yukon, Canada; full-time onsite work required. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance is required.
Company
is a relationship-oriented bank providing personal and business financial services.
What you will do
- Build and grow a dedicated client portfolio through relationship management and exceptional client service.
- Provide tailored advice across day-to-day banking, investments, lending, financial planning, and estate planning.
- Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
- Build professional and community networks through local events, marketing, and outreach activities.
- Serve as a single point of contact while helping clients secure futures, purchase homes, and establish businesses.
Requirements
- 1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
- Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course.
- Eligibility for CIRO-MFD licensing is required.
- For Quebec licensing: current AMF accreditation and good standing, completion of relevant investment-fund coursework, and Registered Retirement Consultant certification.
- Legal eligibility to work in Canada at the specified location is required; a valid work or study permit may be required.
- Strong client engagement, networking, business development, financial advising, and results-oriented skills.
Nice to have
- CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
- CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan, subject to applicable terms.
- Employee share purchase plan, vacation offering, wellbeing support, and employee recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive workplace with accessible candidate support.
Hiring process
- Potential attribute-based assessment and skills tests, including simulations or French proficiency testing where applicable.
- Artificial intelligence tools may be used during recruitment.
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