Senior Financial Advisor - Kerrisdale Branch - Vancouver, BC

About the role

Senior Financial Advisor – help make the futures of our 25 million customers happen. You provide personalized financial guidance and work with customers to achieve their goals.

Responsibilities

• Taking a proactive approach to discovering customer needs, listening to understand what they are asking for.
• Educating customers, providing relevant insights and expert advice.
• Building customers' 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 individual and team sales goals that support a positive customer experience.

Qualifications

• The appetite and drive to build strong customer relationships.
• A strategic mindset to develop personalized financial strateg...