As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals
Job Summary
As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals.
Engage in marketing and outreach activities to show clients you value them and their communities.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
Matching Summary
As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals.
Skills & Requirements
Must-have
Client engagement and financial planning
Mortgage client portfolio management
Marketing and outreach activities
Leveraging mobile banking applications
On-site full-time work
Nice-to-have
Relationship-oriented banking
Embracing strengths and ambitions
Meaningful impact and valued contributions
Curiosity and passion for learning
Diverse network of partners
Key Requirements
2-3 years experience in financial advice
Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)