Senior Financial Advisor - Fleetwood Branch - Surrey, BC

Senior Financial Advisor

Location: Surrey, British Columbia, Canada.

Responsibilities

• Take a proactive approach to discovering customer needs and listening to understand what they are asking for.
• Educate customers and provide relevant insights and expert advice.
• Build comprehensive financial plans using a holistic approach to help customers achieve their goals.
• Nurture strong, long‑standing relationships.
• Develop, retain and grow branch business by delivering against individual and team sales goals to support a positive customer experience.

Qualifications

• Appetite and drive to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies including day‑to‑day banking, investment, and borrowing solutions.
• Proven ability to meet and exceed sales targets in a fast‑paced environment aligned to customer goals.
• Mutu...