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Financial Advisor- CIRO-ID (Secondment)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Financial Advisor- CIRO-ID (Secondment) (Financial Advising): Building and growing a dedicated client portfolio in a banking centre through relationship management, financial planning, investments, lending, and estate-planning advice with an accent on client engagement and needs-based financial solutions. Focus on developing the local market, generating new client relationships, and strengthening community connections through outreach and networking.
Location: Airdrie, Alberta, Canada; onsite at 2789 Main St. SW. Flexible availability for banking centre hours, including evenings and weekends, and for work across multiple nearby banking centres.
Company
is a relationship-oriented bank providing personal and business banking, investment, lending, and financial planning 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, and estate planning.
- Develop local-market sales plans, convert leads, and generate new client relationships and referrals.
- Use credit and investment solutions to deliver needs-based financial advice.
- Build community connections through local events, marketing, and outreach activities.
Requirements
- Postsecondary degree or diploma and/or four years of relevant experience.
- Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
- Legally eligible to work in Canada and able to provide a valid work or study permit where applicable.
- Strong client engagement, relationship-building, networking, business development, and financial advising skills.
- Goal orientation and commitment to trust, teamwork, accountability, and client-first service.
Nice to have
- For Quebec roles: current AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant certification.
- CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
- CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Culture & Benefits
- Competitive compensation and banking benefits.
- Wellbeing support and employee and family assistance programs.
- MomentMakers social recognition program.
- Accessible and inclusive candidate and workplace experience.
- Technological tools and collaborative workspaces for developing client solutions.
Hiring process
- May include an attribute-based assessment and additional skills tests, such as simulations or French proficiency testing.
- Artificial intelligence tools may be used during recruitment.
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