Senior Financial Advisor - Vernon, BC

Full time
canada 03/04/2018   Full time

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, the focus 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
Building 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 individuals and team sales goals that support a positive customer experience

What you’ve learned…
How to build strong customer relationships
Develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
Obtained required Mutual Funds accreditation

What we’re offering…
The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers
A rewarding career path with diverse opportunities for professionally development
A competitive compensation and benefits package
Internal training to support your growth and enhance your skills
An organization committed to making a difference in our communities– for you and our customer.

Location: Canada : British Columbia : Vancouver

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