Group Financial Advisor

Group Financial Advisor focuses on support new client acquisition in local community.

What the role involves

• Support new client acquisition in local community.
• Demonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partners.

Skills and requirements

• Leverage technology to deliver on client experience and enable performance and retention.

Confirmed role details

• 2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of t.
• Competitive salary, annual bonus, and recognition programs that reward top performance.
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
• Drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Candidate fit

• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs.

Additional role context

• Communicate with clients to learn about their needs and help them achieve their goals.
• Implement contact and relationship building strategies.
• Digital savviness across multiple platforms and devices (i.e. Client 360, e-signature, mobile technologies. Comfortable navigating with and for clients.