Shape the future of personal banking as a Personal Banking Advisor, focusing on strategic financial planning and member relationship building. Enhance portfolio growth through expert financial guidance.This full-time role offers a rewarding opportunity for seasoned financial advisors who excel in complex member interactions. You'll manage a book of business by identifying member needs and delivering comprehensive financial solutions. A solid track record of 5 years in financial services is required.Key Responsibilities:• Develop comprehensive strategies for assigned member portfolios• Regularly engage with members to ascertain needs• Maintain thorough documentation on member relationships• Collaborate with various financial specialists for optimal solutions• Mentor less experienced team members in financial strategiesRequirements:• 5 years' experience in financial services• Minimum 3 years credit and underwriting experience• Completed CSC or IFIC course• CFP or PFP designation or in progress• Proven ability to drive sales and build trustUtilize your financial knowledge and relationship-building expertise to make a significant difference in members' lives in this impactful position.#J-18808-Ljbffr
Personal Banking Advisor Specializing In Strategic Financial Planning
ALTERNA SAVINGS
toronto, toronto
Published 27 days ago
Report job