Personal Financial Advisor
6 months ago
Job Description
To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.
Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.
- Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
- Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships.
- Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
- Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice.
- Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base.
- Achievement of key performance indicators as determined by the business.
- Virtually assist clients in formulating proposals by using the correct tools and Advice philosophy.
- Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals.
- Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.
Job Details
Application Closing Date
19/04/24
-
Branch Advisor Fais
21 hours ago
Richards Bay, Canada FirstRand Full timeJob Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.- Hello Future Branch Advisor - Welcome to FNB, the home of the #changeables. We strive to be a trusted...
-
Senior Financial Advisor
2 months ago
Mill Bay, Canada Envision Financial Full timeWe are currently seeking a Senior Financial Advisor to join our Mill Bay team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...
-
Premier Advisor
2 months ago
Richards Bay, Canada FirstRand Full timeJob Description To proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello...
-
Financial Advisor
1 month ago
Thunder Bay, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Financial Advisor
3 weeks ago
Thunder Bay, Canada RBC Full timeJob Summary Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their...
-
Financial Advisor
3 weeks ago
Thunder Bay, Canada RBC Full timeJob SummaryJob Description What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Financial Advisor
2 months ago
Thunder Bay, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Personal Insurance Advisor
7 months ago
Thunder Bay, Canada The Standard Insurance Full timeWe are currently looking to hire one full time Personal Insurance Advisor for our Thunder Bay office. A Personal Insurance Advisor works hard to ensure our clients are receiving the best insurance advice when it matters most. Our advisors are committed to achieving **meaningful **results while following The Standard’s vision of being _Passionate People....
-
Personal Insurance Advisor
7 months ago
Thunder Bay, Canada The Standard Insurance Full timeWe are currently looking to hire a full-time **Personal Insurance Advisor **for our **Thunder Bay office**. With 9 offices and growing, The Standard Insurance has served the best interests of home, business and vehicle owners in Northwestern Ontario, Manitoba, and Saskatchewan since 1897. We love what we do and we're good at it. We're a company culture...
-
Financial Advisor
1 month ago
Thunder Bay, Canada Scotiabank Full timeRequisition ID: 211019 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Financial Advisor
7 months ago
North Bay, Canada Scotiabank Full timeRequisition ID: 197266 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Personal Banker
6 months ago
Thunder Bay, Canada BMO Financial Group Full time859 Fort William Road Thunder Bay Ontario,P7B 0A9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Personal Banker
4 months ago
Thunder Bay, Canada BMO Financial Group Full time859 Fort William Road Thunder Bay Ontario,P7B 0A9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired...
-
Personal Banker
6 months ago
Gore Bay, Canada BMO Financial Group Full time68 Meredith Street East Gore Bay Ontario,P0P 1H0 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Financial Accountant Specialist
2 weeks ago
Conception Bay South, Newfoundland and Labrador, Canada Canning's Personal Care Home Full timeAt Canning's Personal Care Home, we are seeking a highly skilled Financial Accountant Specialist to join our team. This role will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.The ideal candidate will have experience in bookkeeping, financial...
-
Personal Insurance Advisor
6 months ago
Thunder Bay, Canada BrokerLink Full timeJob Details Description Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want...
-
Personal Insurance Advisor
3 months ago
Terrace Bay, Canada BrokerLink Full timeBeing a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...
-
Personal Insurance Advisor
4 months ago
Thunder Bay, Canada BrokerLink Full timeBeing a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...
-
Personal Banking Associate
6 months ago
Gore Bay, Canada BMO Financial Group Full time68 Meredith Street East Gore Bay Ontario,P0P 1H0 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Financial Advisor Trainee
6 months ago
North Bay, Canada Scotiabank Full timeRequisition ID: 201977 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...