Associate Financial Advisor (Ajax)

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend straightforward, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

To successfully perform the work, you’ll be on‑site full‑time.

How you’ll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introductio...