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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and investment advice, with a strong focus on client acquisition and relationship management. Proficient in utilizing data and technology tools for analysis while maintaining a commitment to risk management and continuous professional development.
Highest-signal resume keywords
Client AcquisitionFinancial PlanningCanadian Investment Regulatory Exam (CIRE)Certified Financial Planner (CFP)Data Analysis Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment AdviceProspectingNetworkingClient Relationship ManagementRisk ManagementData AnalysisCommunity EngagementSales StrategiesFinancial Regulations
Soft Skills
Problem-SolvingRelationship BuildingClear CommunicationCollaborationIndependence
Tools & Technologies
Data Analysis ToolsTechnology Tools
Certifications & Qualifications
Canadian Investment Regulatory Exam (CIRE)Registered Representative (CIRO)Certified Financial Planner (CFP)
Industry Keywords
BankingFinancial ServicesClient-Facing SalesFinancial TrendsIndustry Regulations
About the role
Key responsibilities & impact- Build and grow a personal client portfolio through proactive business development
- Deliver holistic financial planning and investment advice
- Understand clients’ goals and guide them through their financial journeys
- Acquire new clients and bring in assets through strategic outreach and community presence
- Prospect through cold calling, events, creative networking, and local community engagement
- Use data and technology tools to analyze results and provide informed advice
- Identify ways to improve productivity and work processes
- Stay current with financial trends and best practices
- Support teammates and share insights in a collaborative environment
- Maintain focus on risk management to protect clients and the company
- Contribute to a positive, service-focused team culture
Requirements
What you’ll need- Bachelor’s degree is a plus
- 3–5 years of experience in banking, financial services, or a client-facing sales role preferred
- Ability to build relationships, grow a client base, and deliver investment advice
- Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to start date
- Ready to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if not already licensed
- Commitment to earn the Certified Financial Planner (CFP) designation in the first three years
- CFP eligibility: university degree, or up to 10 years of relevant experience, or 5+ years as a QAFP professional in good standing
- Knowledge of financial trends, markets, news, industry regulations, and best practices
- Prospecting, networking, community engagement, and client acquisition ability
- Data and technology tools for analysis
- Strong problem-solving and relationship-building abilities
- Clear communication and ability to work independently and collaboratively
Benefits
Comp & perks- Commission based earnings eligibility
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations throughout the interview process