обновлено 5 дней назад
Financial Advisor IIROC
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor IIROC (Financial Services): Building and growing a client portfolio through relationship management, financial advice, investments, lending, and estate planning with an accent on client engagement, business development, and community connections. Focus on developing local-market sales opportunities, delivering needs-based financial solutions, and managing relationships across banking centres.
Location: Edmonton, AB; banking centre work at St. Albert-200-590 St. Albert and other banking centres within a reasonable travel distance
Salary: Competitive salary and incentive pay
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, estate planning, and other financial services.
- Develop local-market sales plans, convert leads, generate new client relationships, and increase referrals.
- Participate in community events, marketing, and outreach activities to strengthen local connections.
- Work flexibly across banking centre hours, including possible evenings and weekends.
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.
- Legal eligibility to work in Canada at the specified location, with a valid work or study permit where applicable.
- Strong relationship-building, networking, client service, financial advising, and business development skills.
- Goal-oriented approach with a 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 or Legal & Ethical Aspects of Financial Planning Course completion.
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.
- Professional growth opportunities, including a paid Purpose Day for personal development.
- Inclusive and accessible workplace with accommodation support during the hiring process.
Hiring process
- May include an attribute-based assessment and skills tests, such as simulations or French proficiency testing.
- Artificial intelligence tools may be used during recruitment.
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