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Financial Advisor (Financial Services)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Financial Advisor (Financial Services): Building and growing client portfolios through relationship management, financial planning, investments, lending, and estate planning with an accent on tailored advice and community-based business development. Focus on converting local-market leads into client relationships, managing banking-centre interactions, and delivering needs-based financial solutions.
Location: Drummondville, Quebec, Canada; on-site full-time at 385 Boul. Saint-Joseph
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 financial advice across day-to-day banking, investments, lending, and estate planning.
- Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
- Attend local events and participate in marketing and outreach activities to strengthen community connections.
- Work banking-centre hours, including possible evenings and weekends, and support multiple centres within a reasonable travel distance.
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: current AMF licensing accreditation and completion of CIFC or CSC to support AMF licensing, plus Registered Retirement Consultant accreditation.
- Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
- Strong client engagement, relationship building, networking, financial advising, 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, defined benefit pension plan, and employee share purchase plan, subject to applicable terms.
- Vacation offering, wellbeing support, and a social recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible work environment focused on trust, teamwork, accountability, and employee development.
Hiring process
- The process may include an attribute-based assessment and skills tests, including French proficiency testing where applicable.
- Artificial intelligence tools may be used during recruitment.
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