Financial Advisor, Investment & Retirement Planning - DAVIS & LESLIE, NEWMARKET

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), the Financial Planner is a member of the branch sales team and contributes to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Responsibilities

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Exhibit a natural curiosity to uncover and solve client needs, delivering trusted financial advice regarding investments and retirement planning.
• Demonstrate self‑motivation and a goal‑oriented mindset when ide...