Senior Financial Advisor
3 weeks ago
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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Senior Financial Advisor
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