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Financial planner
3 months ago
Category: Senior Professional Status: Permanent
Type of Contract: Permanent
Schedule: Full-Time
Posting date: 22-May-2024
Location: Oakville, Ontario
Area of Interest: Advisory services, Personal banking
A career as a Financial Planner is an essential role where you will work closely with clients. Through the 7 fields of financial planning, you will collaborate with the team to provide personalized advice to help clients achieve their financial goals efficiently.
Your role involves developing strong business relationships, showcasing your entrepreneurial skills, playing an advisory role, and exercising leadership effectively.
You have the opportunity to join a reputable Bank where your efforts will be recognized, and you can create a positive impact.
Your Responsibilities:
- Deliver customized financial plans tailored to meet client needs and goals
- Identify investment and financing requirements of clients to offer optimal financial solutions
- Spot and capitalize on business growth chances to expand customer base and enhance portfolio volume
- Stay updated with evolving customer needs to provide tailored solutions and exceptional customer service
- Ensure adherence to service quality, operational standards, compliance, and risk management protocols
This role necessitates your presence in the workplace to cater to client and operational demands.
We prioritize offering work flexibility to enhance your quality of life. We provide schedule arrangements for better work/life balance and flexible leave options.
Your Team:
Join a large team in the Personal Banking sector, reporting to the Financial Planners Manager. You will manage clientele across three branches in the Oakville/Burlington region, with the primary branch in Oakville, requiring occasional travel to the Burlington and Winston Churchill Drive, Mississauga branches.
Our hands-on training programs will help you master your role, while collaborating with experienced colleagues will enrich your professional growth significantly.
Prerequisites:
- Bachelor's degree or equivalent (recognized by FP Canada)
- Relevant experience in business development within financial advisory services
- Certified Financial Planner (CFP) designation or pursuing CFP status within the next 12 months
- Mutual Fund Representative (MFR) License
- Portfolio management experience with business development focus
- Strong team player with a collaborative mindset
Skills Required: Client Education, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Initiative, Learning Agility, Objection Handling, Perseverance, Proposal Generation, Resiliency, Teamwork, Time Management
Your Benefits:
- Competitive compensation
- Comprehensive health and wellness program
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Community involvement opportunities
- Telemedicine and Virtual sleep clinic services
We focus on trends and your family's needs, providing dynamic work environments and cutting-edge tools for a positive employee experience. Continuous feedback and communication are encouraged.
We prioritize our people:
We are a bank known for its courageous entrepreneurial culture, putting people first. Our values of partnership, agility, and empowerment drive us, with inclusivity at the core of our commitments.
We ensure a barrier-free workplace accessible to all employees, and our recruitment process is fully inclusive. Candidates requiring accommodation are encouraged to inform us during initial conversations.
If you are ready to bring your ambitions and skills to our team, we welcome you to join our journey towards making a positive impact on people's lives.
