Financial Solutions Advisor - Licensing Path to Growth

Bank of America; Northeastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Solutions Advisor Stage I in Northeastern Ontario. This role involves obtaining essential financial industry licenses, building client relationships, and providing comprehensive financial solutions. Successful candidates will have a strong results-driven mindset and the ability to thrive in a fast-paced environment. A high school diploma or equivalent is required, with opportunities for advancement within the organization. Competitive hourly pay and benefits are offered.

Benefits

World-class training and onboarding programs

One-on-one coaching from Academy managers

Access to paid time off

Industry-leading benefits

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Creates strong peer relationships through effective communication.
• Demonstrates a results-driven mindset in a complex environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain Securities Industry licenses through dedicated classes.
• Build and manage client relationships for financial advice.
• Work in a financial center to deliver banking and investment solutions.
• Provide end-to-end comprehensive advice and deliver client presentations.
• Collaborate with banking and investment partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

A leading financial institution is seeking a Financial Solutions Advisor Stage I in Northeastern Ontario. This role involves obtaining essential financial industry licenses, building client relationships, and providing comprehensive financial solutions. Successful candidates will have a strong results-driven mindset and the ability to thrive in a fast-paced environment. A high school diploma or equivalent is required, with opportunities for advancement within the organization. Competitive hourly pay and benefits are offered.