Financial Advisor - London Main

Role

Financial Advisor

What you’ll be doing

• Take a proactive approach to discovering our customers' needs, listening to understand what they are asking for
• Educate our customers, providing relevant insights and expert advice
• Build our customers’ comprehensive plans using a holistic approach to help them achieve their goals
• Nurture strong, long-standing relationships
• Develop, retain and grow the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed

• The appetite and drive to build strong customer relationships and deliver excellent customer service
• The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals
• The ability to uncover and solve for customers’ needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering

• The opportunity to join a forward-thinking organization with 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
• Recognition and rewards for high performance, with leadership support through meaningful development conversations and internal training to support growth
• Clear, transparent criteria to progress in your career
• Opportunity to advance from your current position without transferring to another branch, enabling you to build deeper relationships and grow your expertise

Location

Canada, Ontario, London (ON)