Senior Financial Advisor - Financial Planning (Windsor)

Join as a Senior Financial Advisor where your passion for customer service meets strategic impact. Drive personal success for clients through tailored financial strategies and expert advice in a collaborative environment. In this essential role, you will guide customers by identifying their unique needs and developing comprehensive financial plans that help them achieve their goals. Your ability to build lasting relationships will be key, as you strive to meet branch sales objectives while delivering exceptional service at every touchpoint. Key Responsibilities: - Identify customer needs through proactive engagement - Provide expert educational insights and financial advice - Formulate holistic plans to support customer goals - Build and maintain strong client relationships - Contribute to the growth of the branch by exceeding sales targets Requirements: - Strong ability to form customer relationships - Strategic talent in personalized financial planning - Proven record of achieving and exceeding sales targets - CPI Diploma and Mutual Funds license required - Experience in a performance-driven setting Empower clients through expert guidance and holistic financial strategies, making a positive impact on their futures. Apply on Kit Job: kitjob.ca/job/2o289s