Job Description
Advance your career as a Senior Financial Advisor at the Peterborough Kawartha Centre in Ontario on a 12-month contract. Focus on building customer relationships and delivering expert financial advice.
In this role, you will proactively assess customer needs and provide tailored insights to support their financial goals. With a strategic mindset, you'll create personalized financial strategies that encompass banking, investments, and borrowing solutions while building strong, long-lasting relationships.
Key Responsibilities: • Discover customer needs through proactive engagement • Educate clients with relevant insights and expert advice • Build comprehensive plans to help customers achieve goals • Develop and retain branch business by hitting sales targets • Nurture long-standing relationships to enhance customer experience
Requirements: • Proven ability to exceed sales targets • Mutual Funds license and completed CIFP Diploma • Appetite for building strong c...
In this role, you will proactively assess customer needs and provide tailored insights to support their financial goals. With a strategic mindset, you'll create personalized financial strategies that encompass banking, investments, and borrowing solutions while building strong, long-lasting relationships.
Key Responsibilities: • Discover customer needs through proactive engagement • Educate clients with relevant insights and expert advice • Build comprehensive plans to help customers achieve goals • Develop and retain branch business by hitting sales targets • Nurture long-standing relationships to enhance customer experience
Requirements: • Proven ability to exceed sales targets • Mutual Funds license and completed CIFP Diploma • Appetite for building strong c...
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