обновлено 2 дня назад
Senior Financial Advisor - Abitibi-Témiscamingue
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Financial Advisor - Abitibi-Témiscamingue (Financial Advising): Managing and growing a dedicated client portfolio in Val-d'Or through relationship management, comprehensive financial planning, investment advice, and lending solutions with an accent on client engagement, business development, and community involvement. Focus on building personalized financial plans, converting local-market leads into lasting client relationships, and delivering advice across multiple banking centres.
Location: Val-d'Or, Quebec, Canada; on-site full-time. Flexibility to work at multiple banking centres within a reasonable travel distance, including evenings and weekends.
Company
is a relationship-oriented bank providing personal and business banking, investment, lending, and financial planning services.
What you will do
- Manage and grow a dedicated portfolio of personal and business banking clients.
- Build comprehensive financial plans using tools and provide investment and lending advice.
- Engage new and existing clients to understand their goals and develop lasting relationships.
- Create local-market sales plans, convert leads, generate opportunities, and increase referrals.
- Attend community events and participate in marketing and outreach activities to build the network.
Requirements
- 1.5–3 years of experience in a financial advisory role managing and growing a client portfolio.
- 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 upon hire.
- Personal Financial Planner certification must be completed within 24 months of hire.
- Quebec AMF licensing accreditation and completion of the CIFC or CSC to support AMF licensing; Registered Retirement Consultant certification.
- Legally eligible to work in Canada at the specified location, with a valid work or study permit where applicable.
- Strong client engagement, networking, business development, financial planning, and relationship management 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.
- Employee share purchase plan, vacation offering, wellbeing support, and recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible work environment focused on trust, teamwork, and accountability.
Hiring process
- May include an attribute-based assessment and other skills tests, including French proficiency testing.
- Artificial intelligence tools may be used during recruitment.
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