Senior Financial Advisor

1 day ago


Edmonton, Alberta, Canada Arrow Financial Business Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Arrow Financial Business. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for customers, taking into account their individual needs and goals.
  • Provide expert advice on investment and borrowing solutions, ensuring customers make informed decisions.
  • Build and maintain strong relationships with customers, delivering exceptional service and support.
  • Meet and exceed sales targets, driving business growth and revenue.
  • Stay up-to-date with industry trends and developments, ensuring customers receive the best possible advice.
Requirements
  • Proven track record of success in financial services, with a strong understanding of investment and borrowing solutions.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers.
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans.
  • Ability to work in a fast-paced environment, meeting sales targets and driving business growth.
  • Relevant qualifications and certifications, such as a Mutual Funds licence and CIFP Diploma.
What We Offer
  • A competitive compensation and benefits package.
  • Ongoing training and development opportunities, ensuring you stay up-to-date with industry trends and developments.
  • A collaborative and supportive team environment, with opportunities for career growth and advancement.
  • A chance to make a real difference in the lives of our customers, helping them achieve their financial goals and objectives.

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