- Guelph, Ontario, Canada
- Senior
Senior Financial Advisor providing comprehensive financial planning and advisory services to customers in the Guelph branch.
Compensation
A competitive compensation and benefits package.
Responsibilities
- Taking a proactive approach to discovering customer needs
- Educating customers with relevant insights and expert advice
- Building comprehensive financial plans
- Nurturing long‑standing relationships
- Developing, retaining and growing the branch business by meeting sales goals
Requirements
- Mutual Funds licence
- CIFP Diploma
Skills
Benefits
- Competitive compensation and benefits package
