Financial Advisor

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profile Job Location:

Saskatoon - Canada

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Location(s): Canada : Saskatchewan : Saskatoon

As an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customers journey by:

Taking a proactive approach to discovering our customer needs listening to understand what they are asking for

Educating our customers providing relevant insights and expert advice

Building our customers comprehensive plans using a holistic approach to help them achieve their goals

Nurturing strong long-standing relationships

Developing retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

The appetite and drive to build strong customer relationships and deliver excellence customer service

The proven ability to meet and exceed sales targets in a fast paced environment that align to a customers stated goals

To uncover and solve for customers needs

Mutual Funds license and working towards the CIFP Diploma

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.

A competitive compensation and benefits package.

An organization committed to making a difference in our communities for you and our customers.

You can expect to be recognized and rewarded for high-performance. Youll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.

Youll receive clear transparent criteria to progress in your career.

Y

Location(s): Canada : Saskatchewan : Saskatoon


Required Experience:

Unclear Seniority

Location(s): Canada : Saskatchewan : SaskatoonAs an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customers journey by:Taking a proactive approach to discovering our customer needs listening to understand what they are asking forEd...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Investment Experience
  • Military Experience
  • Securities Law
  • Customer relationship management
  • Financial Planning
  • Wills

About Company

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