Licensed Financial Solutions Advisor – Client Advisory

Bank of America; Iqaluit; Sur place; CAD 69 000 - 91 000; Plein temps

Résumé du poste

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing and build client relationships. You will progress toward Stage II, expanding your advisory skills within Bank of America and Merrill. The role emphasizes in-office collaboration, mentorship, and delivering core banking and investment solutions with a client-centric approach.

You will be supported with training, licensing milestones, and pathways to advanced roles across the organization.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsabilités

• Assist in delivering Bank of America's core banking and investment solutions to clients.
• Build client relationships and provide ongoing financial guidance.

Connaissances

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Formation

Bachelor’s degree

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing and build client relationships. You will progress toward Stage II, expanding your advisory skills within Bank of America and Merrill. The role emphasizes in-office collaboration, mentorship, and delivering core banking and investment solutions with a client-centric approach.

You will be supported with training, licensing milestones, and pathways to advanced roles across the organization.