About the Job '> As a banking advisor, you will play a key role in helping clients achieve their financial goals. This involves building and maintaining long-term relationships with clients, understanding their unique financial situations, and providing tailored advice and solutions to meet their needs. Key responsibilities include: '> Building and growing client relationships through effective communication, active listening, and empathetic understanding of clients financial goals and concerns. Providing personalized financial advice and solutions to clients, including investment, deposit, and lending products. Identifying and anticipating clients needs to uncover opportunities for growth and success. Analyzing market trends and economic shifts to advise clients on borrowing and investment decisions. Developing and managing client portfolios to ensure optimal returns and risk management. Collaborating with colleagues and other stakeholders to share knowledge and best practices in financial services. Required Skills and Qualifications '> A university certificate and 3 years of experience in personal banking or financial services; or a bachelors degree and 2 years of experience in a related field. Experience managing personal investments and deposit portfolios. Hold a mutual fund license or certification (strong asset). Proven ability to build and maintain client relationships. Strong knowledge of financial products and lending solutions. Demonstrated analytical skills and ability to interpret market data. Benefits '> Competitive compensation package. Flexible benefits program, including health and wellness options, group insurance, and employee assistance programs. Generous pension plan and employee share ownership plan. Preferential banking services and opportunities to get involved in community initiatives. Telemedicine service and virtual sleep clinic. About Us '> Our organization values partnership, agility, and empowerment, and is committed to delivering personalized financial solutions with empathy and integrity. We prioritize continuous development and internal mobility, offering training programs and tools to support employees growth and well-being. Join our team and contribute to making a positive impact on peoples lives.
Job Title
Financial Portfolio Manager