Canandaigua National Bank · 6 hours ago
Financial Advisor
Syracuse, NY
Full-time
Onsite
Mid, Senior Level
$82K/yr - $102K/yr
5+ years expCanandaigua National Bank is a community-focused financial institution, and they are seeking a Financial/Wealth Advisor to provide comprehensive financial planning and advice. The role involves working closely with clients to develop tailored financial plans and ensure customer satisfaction through various advisory services.
BankingFinancial Services
Hiring Manager
Sarah Ridder, SHRM-CP
Responsibilities
Meet with clients to develop an investment and risk profile requisite for sales of non-bank products
Provide investment advisory services through the use of client profiles and financial plans to identify customer’s needs. Recommends products and services that best meet those needs
Maximizes growth and retention of retail-based customers through the development of unique customer treatments
Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with Wealth Management’s annual operating plan
Offers modularized financial planning services, as well as valuable education and advice through seminar design
Ensure necessary administration work is completed for all transactions such as paperwork to open brokerage and advisory accounts as well as processing buy and sell orders of securities held by clients of the bank
Works to resolve product or service issues for new and existing clients to ensure customer satisfaction
Develops and/or expands customer/bank relationship for existing book of business by cross-selling additional assigned products and services through in-person meetings, written correspondence, and external sales calls
Promotes cross departmental synergy by providing information and referrals to customer seeking other services, i.e. commercial, trust, and mortgage
Ensures development of successful internal relationships with branches and staff within assigned region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to help staff identify qualified referrals
Attends business calls with Branch Managers and Lending Officers
Attends all required continuing education classes as well as other assigned training sessions
Achieves goals assigned to the Financial Advisor as part of Wealth Management’s annual operating plan
Qualification
Required
A B.S. or B.S. degree or equivalent combination of education and work experience required
Specialized financial advisory and/or investment education and training
Life Accident & Health Insurance License, FINRA Series 7 and 66 OR FINRA Series 7, 63 and 65 licenses required
A minimum of five (5) years' experience in related positions normally required
Preferred
Master of Business Administration or higher education
Chartered Financial Analyst
Certified Financial Planner
Chartered Mutual Fund Counselor or similar further education preferred
Benefits
Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid holidays, vacation, and sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & development opportunities.
Tuition assistance.
Community focused volunteer opportunities.
Award winning wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Company
Canandaigua National Bank
Canandaigua National Bank offers a full range of financial services to realize a financial life, well lived.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Tamra O’Donnell
Senior Vice President - Director, Corporate Marketing
Jeffrey Eades
Vice President Business Banking
Recent News
Central New York Business Journal
2025-11-09
Rochester Business Journal
2025-08-22
Central New York Business Journal
2025-08-12
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