Associate Financial Advisor

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

Requirements

• Form a deep understanding of personal and small business clients’ needs
• Recommend simple, personalized solutions to achieve their financial goals
• Manage a portfolio of mortgage clients
• Meet with clients to understand their personal and business priorities
• Provide a comprehensive retail banking offer or make a formal introduction to the appropriate Imperial Service and Business Banking colleagues
• Engage in marketing and outreach activities
• Grow your network and deepen existing relationships
• 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
• Become a technology expert and introduce clients to our mobile banking applications
• Demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations
• Have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and meet eligibility requirements for CIRO-MFD licensing

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program