Financial Advisor - Yorkton

Only for registered members Yorkton, Canada

16 hours ago

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Job summary

Join a purpose driven winning team, committed to results in an inclusive and high-performing culture.

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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 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
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Requirements
  • The appetite drive to build strong customer relationships deliver excellence customer service The proven ability to meet exceed sales targets in fast paced environment that aligns with customers stated goals To uncover solve for customers needs Mutual Funds licence working towards CIFP Diploma >
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