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financial advisor

Posted on December 24, 2024 by Employer details Trusthire Solutions

Job details

We are hiring for Financial advisor- GTA How you?ll succeed * Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients? investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues. * Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. * Business development - Create relationships by networking with clients? families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance our presence and gain market share. * Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs. Who you are * You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it?s the right thing to do. * You?re goal oriented. You?re motivated by accomplishing your goals and delivering your best to make a difference. * You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making. * You?re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. * You love to learn. You?re passionate about growing your knowledge. You have a strong sense of curiosity. * You can demonstrate 2 ? 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations. * You?re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It?s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice). * LLQP license holders are preferred. * Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. * Required license is LLQP . If employee is not licensed. Employer will pay for their training, Exam & Licensing Fees. Employer will pay $ 2000 / month until employee is licensed. For more information, please reach out with me at 905-960-5004 or harpreet@trusthiresolutions.ca Job Types: Full-time, Permanent Additional pay: * Commission pay Schedule: * Monday to Friday * Weekends as needed Work Location: In person