Wealth & Investment Advisor

Bank of America Corporation; Town of Woodstock; On-site; CAD 70,000 - 95,000; Full time

Job summary

Bank of America is hiring in Woodstock, NB for an in-office Financial Advisor role focused on delivering comprehensive financial guidance to clients. You will triage leads, craft financial plans, and refer clients to appropriate banking and investment solutions to help them meet goals.

Compliance with SAFE Act for mortgage-related work may apply. The role requires active securities licenses and a background in investments or financial services, with a track record of meeting sales targets and

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry and knowledge of investment products and services
• Experience in a financial services or sales environment with goals achieved or exceeded
• Strong relationship-building and communication skills
• Ability to navigate fast-paced environments and manage time effectively

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities)
• Build financial plans and recommend banking and investment strategies
• Triages client requests and refers to internal service providers based on needs and assets
• Mitigate and control risk as part of daily activities
• Engage potential new clients through referrals or existing clientele
• Provide coaching and feedback to referral partners based on client needs and potential services

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma or equivalent

Job description

Bank of America is hiring in Woodstock, NB for an in-office Financial Advisor role focused on delivering comprehensive financial guidance to clients. You will triage leads, craft financial plans, and refer clients to appropriate banking and investment solutions to help them meet goals.

Compliance with SAFE Act for mortgage-related work may apply. The role requires active securities licenses and a background in investments or financial services, with a track record of meeting sales targets and