- Edmonton, Alberta, Canada
- On-site
- Contract · Associate
Customer-centric Financial Advisor providing exceptional service throughout the customer’s journey, discovering needs, providing expert advice, and building comprehensive plans.
Responsibilities
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating our customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Requirements
- CIFP Diploma
- Nice to have: working towards the CIFP Diploma
Skills
Benefits
- competitive compensation and benefits package