Financial Advisor

This role involves learning and practicing core competencies to provide client discovery and financial advice. You will communicate with clients and colleagues to uncover needs, deliver advice, and resolve concerns. The position requires providing guidance on credit and investments, collaborating with specialists, and executing investment advisory tasks.

• Learn and practice core competencies for client discovery and advice
• Communicate with clients and colleagues to uncover financial needs
• Provide guidance on credit and investments
• Collaborate with financial planning, mortgage, and business banking specialists
• Execute investment advisory tasks
• Foster and strengthen relationships with stakeholders