Financial Advisory Consultant II

4 weeks ago

Collingwood, Ontario, Canada TIAA Full time

The Financial Advisory Consultant plays a pivotal role within a collaborative team, dedicated to assisting clients in defining their financial aspirations, assessing their financial circumstances, and formulating tailored strategies to achieve their specific financial goals. This position emphasizes teamwork to enhance the collective portfolio through client referrals.

Key Responsibilities:

  1. Efficiently manages time and resources to optimize productivity.
  2. Creates and executes strategic and tactical plans, addressing client challenges effectively.
  3. Customizes investment strategies for clients, taking into account their objectives, constraints, regulatory considerations, liquidity requirements, and tax implications to develop personalized financial plans.
  4. Analyzes client data, including financial statements, risk profiles, and cash flow availability.
  5. Collaborates within a team to expand the business portfolio by identifying valuable products and services for clients and generating additional business through referrals.
  6. Conducts investment research and remains updated on market developments to provide clients with current financial insights.
  7. Works collaboratively to maintain a business portfolio and strives to meet or exceed annual sales objectives.

Educational Qualifications:

  1. Preferred: University Degree

Experience Requirements:

  1. 3+ years of experience required; 5+ years preferred in financial services.

Licensing Requirements:

  1. FINRA Registrations: Series 7; Series 63; Series 65; Series 66

Physical Requirements:

  1. Primarily sedentary work.

Career Level:

7IC

Essential Qualifications:

  1. Minimum of 3 years in the financial services sector.
  2. FINRA Series 7 and Series 66 (or a combination of Series 63 & 65) registrations must be acquired within the initial 120 days of employment.
  3. State health and life insurance licenses must be obtained within the first 120 days as a condition of employment.

Preferred Qualifications:

  1. Bachelor's Degree.
  2. 5+ years of experience in financial services.
  3. Prior experience as an advisor or consultant.
  4. Familiarity with institutional retirement plans.
  5. Experience with MoneyGuidePro or similar financial planning tools.

Additional Information:

This position is hybrid, requiring in-office presence at least three days a week.

Company Overview:

TIAA is a premier provider of financial services across various sectors, including academia, research, healthcare, culture, and government. We offer a comprehensive suite of financial solutions, encompassing investment management, banking, advisory services, and retirement planning.

Benefits and Total Rewards:

Our organization is dedicated to fostering financial well-being for our clients and equally prioritizes the welfare of our associates. We provide a comprehensive Total Rewards package designed to positively impact the lives of our associates and their families, including an exceptional retirement program and competitive health, wellness, and work-life benefits.

Equal Opportunity Statement:

We are an Equal Opportunity/Affirmative Action Employer, considering all qualified applicants for employment without regard to age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Accessibility Support:

TIAA offers assistance for individuals requiring help with our online application process to ensure equal employment opportunities for all job seekers, including those with disabilities.

Privacy Notices:

For applicants of TIAA, Nuveen, and affiliates residing in the U.S., please refer to our privacy notices for further information.

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