Financial Planner

Role overview

Responsibilities

• Engage new and existing customers and prospects through needs-based assessments to grow loyalty and identify opportunities.
• Acquire business through outbound calling campaigns, branch referrals, appointments, and community relationship-building.
• Identify and refer opportunities for personal and commercial banking products, lending, and investments.
• Support sales and performance targets and develop relationship management plans to meet client needs.
• Recommend investment products aligned with customer goals and refer to partners where appropriate.
• Analyze strategic problems and information to develop insights and recommendations.
• Introduce investment strategies and guidance tools to help clients set goals and make financial progress.
• Maintain knowledge of investment products, practices, and trends and incorporate relevant promotions into conversations.
• Deliver timely, accurate, efficient service and contribute to improved business results and customer experience.
• Build stakeholder relationships; protect bank assets; and comply with regulatory, legal, and ethical requirements.
• May work across multiple branches and channels according to market needs.

Qualifications

• Typically 3–5 years of relevant experience and a post-secondary degree in a related field, or equivalent education and experience.
• Must meet the regulatory or governing-body licensing and registration requirements for a Financial Planner in the province or territory of employment.
• Advanced working knowledge of the financial industry and specialized knowledge from education and/or business experience.
• In-depth verbal and written communication, collaboration, analytical and problem-solving, and influencing skills.

Pay type

• Pay type is commission; compensation may include a commission structure and other performance-based incentives.