обновлено 9 дней назад
Financial Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Banking and Financial Planning): Building and growing a client portfolio through relationship management, tailored financial advice, investments, lending, and estate planning with an accent on client engagement, local-market development, and community connections. Focus on converting leads into client relationships, providing needs-based financial solutions, and supporting clients with their banking, investment, homeownership, and business goals.
Location: On-site full-time in Rouyn-Noranda, Quebec, Canada, at Principale & Perreault. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance is required. Legal eligibility to work at the specified location is required.
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, and estate planning.
- Develop sales plans based on the local market and convert leads into new client relationships.
- Use credit and investment solutions to deliver needs-based recommendations, increase referrals, and support business results.
- Build community connections through local events, marketing, and outreach activities.
Requirements
- 1–3 years of experience providing financial advice, building 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, with eligibility for CIRO-MFD licensing.
- For Quebec: current AMF licensing accreditation and good standing, completion of CIFC or CSC, and Registered Retirement Consultant certification.
- Strong client engagement, relationship-building, networking, business development, and financial planning skills.
- Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required where applicable.
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, incentive pay, banking benefits, and a benefits program.
- Defined benefit pension plan and employee share purchase plan.
- Vacation offering, wellbeing support, and points-based employee recognition.
- Paid Purpose Day for personal growth and development.
- Inclusive workplace focused on trust, teamwork, accountability, and accessible candidate experiences.
Hiring process
- Potential attribute-based assessments and skills tests, which may include French proficiency testing.
- Recruitment uses artificial intelligence tools as part of the application process.
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