Senior Financial Advisor

What your role will be… What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, ourfocus is to provide exceptional service throughout the customer’s journey by: Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice in the Muskoka Region Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… The appetite and drive to build strong customer relationships in the Muskoka Region A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals A Mutual Funds licence and completed CIFP Diploma What we’re offering… The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. A competitive compensation and benefits package. An organization committed to making a difference in our communities– for you and our customers in the Muskoka Region. You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. You’ll receive clear, transparent criteria to progress in your career. You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.