Senior Financial Advisor

3 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 ideal candidate will have a strong understanding of investment and lending services, as well as the ability to identify member life stage cycles and provide tailored financial solutions.

Key Responsibilities:

  • Build strong relationships with current and potential members, identifying their financial needs and providing expert advice.
  • Manage an assigned portfolio of members, ensuring their current and future needs are met through proactive regular contact.
  • Process a full range of complex member transactions, including MFDA products and services, retail mortgages, and personal and RRSP loans.
  • Support the achievement of annual branch goals and objectives through proactive promotion of FW products and services.
  • Mentor other branch employees in the understanding of 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.
  • Proven ability to conduct complex advisory conversations and build strong member relationships.
  • Proven track record achieving or exceeding sales targets in retail lending and investment products and services.
  • Self-starter with ability to work independently and solve problems using common sense and sound judgment.


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