15 часов назад
Associate Financial Advisor - Laval
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Financial Advisor - Laval (Retail Banking): Advising personal and small business clients on personalized financial, investment, credit, and mortgage solutions with an accent on relationship building, portfolio management, and client engagement. Focus on developing banking relationships, identifying business opportunities, connecting clients with specialist partners, and introducing digital banking tools.
Location: On-site full-time in Laval, Quebec, at 1170 Blvd Le Corbusier; flexibility to work at multiple banking centres within a reasonable travel distance is required.
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Advise personal and small business clients on financial, investment, credit, and banking solutions.
- Develop forward-looking financial plans and ensure client needs are addressed.
- Manage a portfolio of mortgage clients and deepen client relationships.
- Build networks through outreach, community events, and banking centre activities.
- Identify growth opportunities through outbound calls and referrals to specialist partners.
- Introduce clients to mobile banking applications and digital banking tools.
Requirements
- 2–3 years of experience providing financial advice and achieving sales results through advice-based conversations.
- Current accreditation and good standing under the Mutual Funds License through the Canadian Securities Course or Investment Funds in Canada.
- Eligibility for CIRO-MFD licensing.
- Legally eligible to work in Canada and, where applicable, able to provide a valid work or study permit.
- Ability to work banking centre hours, including evenings and weekends, and at multiple nearby locations.
- Client-focused, goal-oriented, detail-oriented, collaborative, and committed to trust, teamwork, and accountability.
Nice to have
- Current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
- Employee share purchase plan and vacation offering.
- Wellbeing support and a social recognition program.
- Paid Purpose Day for personal growth and development.
Hiring process
- The process may include 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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