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Envision Financial
Senior Financial Advisor at First WestEnvision Financial • Toronto, Canada
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Senior Financial Advisor at First West

Senior Financial Advisor at First West

Envision Financial • Toronto, Canada
Il y a 5 jours
Type de contrat
  • Temps plein
Description de poste
Elevate your career as a Senior Financial Advisor with First West, providing comprehensive investment and loan services to members. Build strong relationships and offer tailored financial solutions.

As a Senior Financial Advisor, you will manage a portfolio of members, guiding them through their financial journeys while identifying their unique life stages. This role emphasizes exceptional service by handling complex transactions and supporting branch objectives through proactive promotion of financial products. Mentorship and guidance to fellow employees will also be vital to ensure seamless member experiences.

Key Responsibilities: • Build relationships with members to offer tailored financial advice • Process complex transactions including mortgages and loans • Support achievement of branch sales and referral goals • Mentor branch staff on lending and investment products • Prioritize tasks for consistent member service

Requirements: • Diploma or equivalent experience in finance • Mutual Funds License is mandatory • 2-3 years experience as a Financial Advisor • Proven track record in sales for investment products • Proficiency in Microsoft Office and banking software

Utilize your financial expertise to foster member relationships and achieve sales targets at First West. #J-18808-Ljbffr
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Senior Financial Advisor at First West • Toronto, Canada

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