Found Description
What You’ll Be Doing
As a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.
Flexible to work banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance.
How You’ll Succeed
- Client engagement – Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan. Ensure clients’ investment, financial and credit needs are met by offe...