2 часа назад
Financial Advisor - MFDA/AMF
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - MFDA/AMF (Financial Planning and Client Advisory): Building and growing client portfolios through relationship management, financial advice, investments, lending, and estate planning with an accent on personalized client service and business development. Focus on cultivating local networks, converting leads into clients, and delivering needs-based financial solutions across multiple banking centres.
Location: Vancouver-Main and Pender, Vancouver, BC, Canada. Work arrangement, including the portion of on-site and remote work, will be discussed during the interview. Flexibility to work banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance is required.
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 broader financial goals.
- Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
- Build client and community networks through relationship development, local events, marketing, and outreach activities.
- Act as a single point of contact using ’s Imperial Service approach.
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-related licensing: current AMF accreditation and good standing, completion of CIFC or CSC, and Registered Retirement Consultant certification.
- Strong client engagement, relationship-building, networking, business development, and results-oriented skills.
- Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
- Availability for banking centre hours, including evenings and weekends, and travel between nearby banking centres.
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, benefits program, defined benefit pension plan, and employee share purchase plan, subject to applicable terms.
- Vacation offering, wellbeing support, and employee recognition through MomentMakers.
- Purpose Day, a paid day off dedicated to personal growth and development.
- Inclusive and accessible work environment with tools and spaces designed to support collaboration and innovation.
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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