Location
toronto, on, Canada
Posted
July 20, 2026
Job Description
Senior Financial Advisor
Requisition ID:
What You’ll Be Doing
- 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
What You Need To Succeed
- The appetite and drive to build strong customer relationships
- A strategic mindset to develop personalized financial strategies including day‑to‑day banking, investments and borrowing solutions
- The proven ability to meet and exceed sales targets in a fast‑paced environment that aligns to a custo...