15 часов назад
Financial Advisor- CIRO- MFD/AMF
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor- CIRO- MFD/AMF (Financial Advising): Building and growing a dedicated client portfolio through relationship management, financial advice, investments, lending, and estate planning with an accent on tailored client solutions and local business development. Focus on cultivating client relationships, developing sales plans, and creating community connections through outreach and events.
Location: Carlyle, Saskatchewan, Canada; work at banking centres and potentially multiple centres within a reasonable travel distance
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 financial advice covering day-to-day banking, investments, lending, and estate planning.
- Develop local-market sales plans, convert leads into clients, and generate referrals.
- Build professional and community networks through local events, marketing, and outreach activities.
- Work banking centre hours, which may include evenings and weekends, and travel to multiple nearby banking centres as needed.
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, with eligibility for CIRO-MFD licensing.
- For Quebec licensing: current AMF accreditation and good standing, completion of CIFC or CSC, and Registered Retirement Consultant certification.
- Must be legally eligible to work at the specified Canadian location and hold a valid work or study permit where applicable.
- Strong client engagement, relationship-building, networking, financial planning, and business development skills.
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 and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
- Employee share purchase plan, vacation, wellbeing support, and social recognition through MomentMakers.
- Paid Purpose Day dedicated to personal growth and development.
- Inclusive workplace with accessible candidate support and opportunities for professional development.
Hiring process
- An attribute-based assessment and other skills tests may be required, including a French proficiency assessment where applicable.
- Artificial intelligence tools may be used during recruitment.
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