Financial Advisor

Responsibilities Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed products and services. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire new business and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products. Implements a relationship management plan in collaboration with the lead relationship manager. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Requirements Typically, between 4 - 6 years of relevant experience Post-secondary degree in related field of study or an equivalent combination of education and experience FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses Life and Health Insurance Producer’s License Completed LTC Continuing Education Requirements Strong working knowledge of financial industry In-depth experience working with managed products and providing fee-based advice In-depth understanding of deposit and loan (including mortgage) products and banking services. Technical proficiency gained through education and/or business experience #J-18808-Ljbffr