Senior Financial Advisor

4 weeks ago


Mill Bay, Canada Envision Financial Full time

We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.

The Senior Financial Advisor will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.

Key Responsibilities:

  • Build strong relationships with current and potential members.
  • Manage an assigned portfolio of members through proactive regular contact.
  • Process a full range of complex member transactions.
  • Support achievement of annual branch goals and objectives.
  • Mentor other branch employees in lending and investment products and services.

Requirements:

  • College or Tech School Diploma in a related discipline or equivalent combination of education and experience.
  • Mutual Funds License required.
  • First West certification program completion within the required timeframe.
  • 2-3 years in a Financial Advisor role or equivalent.
  • Proven ability to conduct complex advisory conversations.
  • Demonstrated ability to recognize needs and build strong member relationships.
  • Proven track record achieving sales targets in retail lending and investment products and services.


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