Business Financial Advisor
3 weeks ago
We are seeking a highly skilled Business Financial Advisor to join our Client Account Management team in Toronto.
About the RoleIn this role, you will be responsible for providing expert financial guidance to clients, helping them achieve their goals and objectives. As a Business Financial Advisor, you will work closely with clients to understand their priorities, provide tailored solutions, and develop forward-looking financial plans.
Key Responsibilities- Client Engagement: Build strong relationships with clients, understanding their needs, and providing expert advice on cash management, credit, investments, and wealth protection.
- Problem Solving: Identify and resolve client issues through effective communication and collaboration with internal stakeholders.
- Relationship Building: Engage in marketing and outreach activities to grow your network, deepen existing relationships, and collaborate with others to connect clients with relevant opportunities.
To succeed in this role, you will require:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Able to work independently and collaboratively as part of a team.
- Knowledge of cash management, credit, investments, and wealth protection.
This is an excellent opportunity to join a dynamic team and build a rewarding career. We offer a competitive salary, incentive pay, banking benefits, health benefits program, defined benefit pension plan, employee share purchase plan, and MomentMakers recognition program.
LocationThe successful candidate will be based in Toronto, working from our office at 750 Lawrence Avenue.
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