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About the role
Key responsibilities & impact- Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
- Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
- Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
- Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
- Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
- Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
- Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
- Engaging fully as a valued team member and contributing to a positive, service-oriented workplace
Requirements
What you’ll need- Bachelor’s degree preferred
- 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
- Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
- Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role. CFP Eligibility requirements: University Degree OR meet one of the following: Up to 10 years of qualifying work experience Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Benefits
Comp & perks- Competitive benefits to ensure a stable and motivating environment
- Health and well-being benefits, including medical coverage
- Paid time off
- Career development
- Reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisinvestment advicedata-driven insightsrisk managementcontinuous improvement
Soft Skills
client relationship managementmentoringcollaborationservice excellencecommunication
Certifications
Registered Representative (RR)Certified Financial Planner (CFP)