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Relationship-Driven Financial Advisor
Job summary
A leading Canadian bank in Belleville is seeking a Financial Advisor who will be responsible for building and managing a dedicated client portfolio, delivering exceptional financial advice, and engaging with the community. The ideal candidate should have 1–3 years of experience in providing financial advice, along with current CIRO-ID accreditation. This full-time position emphasizes client relationship management and aims to empower individuals in their financial journeys. The role is on-site with a competitive salary and benefits.
Benefits
Qualifications
- 1–3 years in financial advice and client relationship management.
- Current CIRO-ID accreditation.
- Completion of the Canadian Securities Course within the last 3 years.
Responsibilities
- Build and manage a dedicated client portfolio.
- Deliver financial advice and assist with financial planning.
- Engage with clients to understand their needs and build relationships.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.