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Financial Services Professional

2 months ago


Three Hills, Canada CB Canada Full time
About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our team at CB Canada. As a Financial Advisor, you will play a key role in developing long-term relationships with our members, building trust, and delivering customized financial solutions that shape their financial fitness.

Key Responsibilities
  • Identify Opportunities: Match members with the right products and solutions that help shape their financial fitness.
  • Meet Sales Targets: Meet and exceed sales targets and referral goals.
  • Participate in Business Development: Participate and assist in business development plans through corporate/branch marketing campaigns.
  • Develop Ongoing Knowledge: Develop ongoing knowledge of CB Canada's current investment/retail banking services and products.
  • Promote Referrals: Promote referrals to CB Canada's Wealth Management, Business Banking teams, and 3rd party providers.
  • Build Market Knowledge: Build a comprehensive knowledge of the local market, competitive offers, and economic trends.
  • Adhere to Policies: Adhere to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss.
  • Provide Outstanding Member Experience: Provide outstanding member experience by adhering to CB Canada's best practices.
  • Contribute to Team Culture: Contribute to CB Canada's unparalleled culture of teamwork, positivity, and collaboration.
  • Maintain Positive Image: Maintain CB Canada's positive image in the community.
Requirements
  • Experience: At least 2-5 years of retail banking or related financial industry experience, preferably in sales or customer service.
  • Education: A high school diploma is required. Post-secondary education in Finance (or related studies) is an asset.
  • Certifications: Investment Funds in Canada Course & License (IFIC), Personal Financial Service Advice (PFSA), and Financial Planning I (FP1) are valuable assets.
What We Offer
  • Competitive Compensation: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for career growth and professional development.
  • Flexible Work Arrangements: Flexible work arrangements to support work-life balance.
  • Employee Benefits: A comprehensive benefits package, including group RSP programs, 3-week vacation, and flexible health and/or wellness spending account.