People
AssociateFinancialAdvisor(Mandarin/CantoneseLanguage)
“Associate Financial Advisor (Mandarin/ Cantonese Language) at People. Skills: Financial advice, Client engagement, Relationship building, Business development. Form a deep understanding of personal and small business clients’ needs. Recommend simple, personalized solutions to help clients achieve their financial goals”
What You'll Achieve.
Achieving sales results; Achieve their financial goals; Deepening the client relationship; Gain market share
Industry & Context.
Critical thinking skills help to inform your decision making
Must be on-site full-time, Legally eligible to work at the location specified, Where applicable, must have a valid work or study permit
What They're Looking For.
Must Have
2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations, Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), Must meet eligibility requirements for CIRO-MFD licensing
Nice to Have
Current accreditation and good standing in CFSA (Certificate of Financial Services Advice)
What You'll Do.
Form a deep understanding of personal and small business clients’ needs
personalized solutions to help clients achieve their financial goals
Manage a portfolio of mortgage clients
Meet with clients to understand their personal and business priorities
Advise clients on solutions
Provide a forward-looking financial plan
Ensure clients’ investment
financial and credit related needs are met
Make a formal introduction to the appropriate Imperial Service and Business Banking colleagues
Engage in marketing and outreach activities
Deepen existing relationships
Work as one team to ensure clients are connected to the right people and opportunities
Create relationships by networking with clients’ families and friends to uncover opportunities
Refer to appropriate partners
Call both existing and potential clients to identify opportunities for future growth and revenue
Engage in community and banking centre events
Introduce clients to our mobile banking applications
Help clients better manage their banking needs
How You'll Work.
Team & Collaboration
Work as one team to ensure clients are connected to the right people and opportunities
Communication Scope
Advice-based conversations
Applying for this Associate Financial Advisor (Mandarin/ Cantonese Language) role?
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