Financial Advisor CIRO-MFD

As a Financial Advisor CIRO-MFD, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You'll provide tailored advice and solutions in all areas of financial planning and cultivate your network to establish new client relationships.

Requirements

• 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets
• Certified professional (CIRO-MFD)
• Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and meet eligibility requirements for CIRO-MFD licensing
• Certified professional (Quebec) with current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC)
• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) is an asset

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