9 дней назад
Financial Advisor - CIRO-MFD/AMF (Financial Services)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Financial Advisor - CIRO-MFD/AMF (Financial Services): Building and growing client portfolios through relationship management, financial planning, investment, lending, and estate-planning advice with an accent on personalized service and local business development. Focus on developing client relationships, converting leads, supporting community outreach, and delivering tailored financial solutions from an onsite banking centre.
Location: On-site full-time at Brossard-Place Portobello, Brossard, Quebec, Canada; flexibility to work at multiple banking centres within a reasonable travel distance. Banking centre hours may include evenings and weekends.
Company
is a relationship-oriented bank providing personal and business banking, financial planning, investment, lending, and client service solutions.
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, estate planning, and broader financial planning.
- Develop local-market sales plans, convert leads, generate new client opportunities, and increase referrals.
- Build professional and community networks through local events, marketing, and outreach activities.
- Act as a single point of contact, helping clients plan for financial goals such as home ownership and business creation.
Requirements
- 1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
- Current CIRO-MFD accreditation and good standing through the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course, with eligibility for CIRO-MFD licensing.
- Current AMF licensing in Quebec and completion of the Canadian Investment Funds Course or Canadian Securities Course to support AMF licensing.
- Registered Retirement Consultant designation.
- Strong client engagement, relationship-building, networking, business development, and results-oriented skills.
- Legal eligibility to work in Canada at the specified location is required; a valid work or study permit may be required.
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, defined benefit pension plan, and employee share purchase plan.
- Vacation offering, wellbeing support, and a social recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive workplace with accessible candidate support and opportunities for professional development.
Hiring process
- Applications are reviewed for active recruiting opportunities.
- Applicants may complete an attribute-based assessment and skills tests, including a French proficiency assessment where applicable.
- Artificial intelligence tools may be used during recruitment.
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