Financial Advisor

Toronto, Ontario, Canada

POSITION SUMMARY:

As a member of the Retail Branch sales team, you are responsible for contributing to the team's overall success by achieving negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs Your primary role will be to build and maintain an assigned portfolio of customers with significant investable assets, proactively mining and cross-selling customized financial solutions and conducting personal lifestyle planning focusing on investment opportunities. Along with the Bank’s retail investment products, you will also be responsible for promoting and selling lending and deposit products and services and have sound risk analysis techniques and credit adjudication judgment.

Our Domestic Banking division provides a comprehensive range of banking and investment services to almost 7 million retail, wealth management, small business and commercial customers across Canada. Our multi-channel domestic delivery network includes more than 970 branches, close to 2,750 ABMs, Internet, telephone and wireless banking.

QUALIFICATIONS:

• You have a thorough knowledge of customer life cycle needs and current economic and political events, retail investment, retail lending and deposit service product features and benefits.
  
  
• You are a strong relationship builder and communicator with demonstrated flexibility in adapting to a wide variety of tasks and functions.
  
  
• You enjoy meeting people and are proficient at collaborating with others.
  
  
• You have previous financial planning experience and possess sound knowledge of the local market where you have built up your contacts.
  
  

• You have a University or College degree/diploma.
  
  
• You are required to have successfully completed a qualifying course of study that will enable registration with the provincial securities commission to obtain a license to sell mutual funds. These are: Investment Funds in Canada (IFIC ) or Canadian Securities Course (CSC)
  
  
• You have achieved the financial planning proficiency standard in the province. This is the Personal Financial Planning Designation (PFP) or bank recognized equivalent.