17 часов назад
Financial Advisor CIRO-MFD (Urban) [Mandarin]
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor CIRO-MFD (Urban) [Mandarin] (Financial Advising): Building and growing client portfolios through relationship management, financial planning, investments, lending, and estate planning with an accent on personalized advice, business development, and community connections. Focus on developing local-market sales plans, establishing new client relationships, and delivering tailored financial solutions while working on-site across banking centres.
Location: On-site full-time in Toronto-Leslie and Finch, Toronto, ON; flexibility to work at multiple banking centres within a reasonable travel distance is required.
Company
is a relationship-oriented bank providing financial services and advice to personal and business clients.
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 community connections through local events, marketing, and outreach activities.
- Work banking centre hours, which may include evenings and weekends.
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.
- Mandarin language capability is required for this role.
- Legal eligibility to work in Canada is required; a valid work or study permit may be necessary.
- Strong relationship-building, networking, client service, and business development skills.
Nice to have
- AMF licensing and Registered Retirement Consultant designation for Quebec-related practice.
- 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.
- Employee share purchase plan and vacation offering.
- Wellbeing support and a points-based employee recognition program.
- Paid Purpose Day for personal growth and development.
Hiring process
- Attribute-based assessments and other skills tests may be required.
- French proficiency testing may be requested where applicable.
- Artificial intelligence tools may be used during recruitment.
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