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Senior Financial Advisor

2 months ago

Windsor, Ontario, Canada Downtownwindsor Full time
About the Role

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Downtown Windsor. As a key member of our financial services team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Conduct needs assessments to understand customer goals and objectives
  • Develop and implement personalized financial plans to meet customer needs
  • Provide expert advice on financial products and services
  • Nurture and grow existing customer relationships
  • Meet and exceed sales targets in a fast-paced environment
Requirements
  • Proven track record of success in a sales or customer-facing role
  • Strong understanding of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work in a team environment
  • Strong analytical and problem-solving skills
What We Offer

We offer a competitive compensation and benefits package, as well as opportunities for professional growth and development. Our team is committed to making a positive impact in our community, and we are looking for like-minded individuals to join us.

Location

This role is based in Windsor, Ontario, and will involve working with clients across the region.