Associate Financial Advisor

We’re building a relationship-oriented bank for the modern world, and we need talented professionals who are dedicated to doing what’s right for our clients. As an Associate Financial Advisor, you’ll form a deep understanding of your clients’ needs and recommend simple, personalized solutions to help them achieve their financial goals.

Requirements

• Provide financial advice to clients and achieve sales results through advice-based conversations
• Manage a portfolio of mortgage clients and deepen client relationships
• Meet with clients to understand their personal and business priorities and advise them on solutions
• Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities
• Leverage technology to introduce clients to mobile banking applications and help them manage their banking needs

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