Senior Financial Advisor

2 months 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, building strong relationships, and driving business growth.

Key Responsibilities
  • Proactively discover customer needs and provide personalized financial solutions
  • Develop and implement comprehensive financial plans to help customers achieve their goals
  • Build and maintain strong relationships with customers, colleagues, and stakeholders
  • Meet and exceed sales targets in a fast-paced environment
Requirements
  • Proven track record of success in financial services, with a strong understanding of financial products and services
  • Excellent communication and interpersonal skills, with the ability to build strong relationships
  • Strategic mindset and ability to develop personalized financial strategies
  • Mutual Funds licence and completed CIFP Diploma
What We Offer
  • A competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A collaborative and innovative work environment
  • Recognition and rewards for high-performance

At Arrow Financial Business, we value our employees and are committed to creating a positive and inclusive work environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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