Senior Financial Advisor -

Location(s): St Albert, Alberta

Permanent Position

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

What youll be doing

Our clients Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, their focus is to provide exceptional service throughout the customers journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customers comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed

• The appetite and drive to build strong customer relationships
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customers stated goals
• A Mutual Funds licence and completed CIFP Diploma

What were offering

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities for you and our customers.
• You can expect to be recognized and rewarded for high-performance. Youll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• Youll receive clear, transparent criteria to progress in your career.
• You wont need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Thank you for your interest in joining Fluid.

Please note that only candidates whose qualifications closely align with the requirements of the role will be contacted.

Fluid is an equal opportunity employer committed to fostering an inclusive and diverse workplace. We welcome and encourage applications from individuals of all backgrounds.

Applicants must be legally authorized to work in Canada.