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Senior Wealth Management Consultant
3 months ago
Professional Financial Strategist
COMPANY: Desjardins Financial Security
LOCATION: Mississauga
JOIN A LEADING FIRM IN FINANCIAL SERVICES
Are you looking to enhance your career in the Financial Services sector?
ABOUT US:
Desjardins Financial Security Independent Network is a prominent player in the financial services industry, dedicated to offering outstanding wealth management and advisory services. Our commitment to excellence and focus on fostering long-term relationships allow us to deliver tailored financial solutions that meet the distinct needs and aspirations of our clients.
POSITION OVERVIEW:
We are in search of a seasoned Financial Strategist to become a vital member of our innovative team. In this role, you will assist clients in navigating the intricate landscape of wealth management, investment strategies, retirement planning, and estate management. Your expertise will be essential in providing holistic financial guidance and formulating personalized strategies that align with clients' financial ambitions.
KEY RESPONSIBILITIES:
- Conduct comprehensive financial evaluations to ascertain clients' financial objectives, risk appetite, and investment inclinations.
- Create and present individualized financial strategies that cover investment management, retirement solutions, tax planning, and estate management.
- Execute investment plans in line with clients' goals and oversee portfolio performance.
- Offer continuous financial advice and support to clients, adjusting strategies as their situations and objectives change.
- Remain informed about market dynamics, economic trends, and regulatory shifts to guide investment choices and client recommendations.
- Build and sustain robust client relationships through consistent communication and proactive involvement.
REQUIREMENTS:
- At least 2 years of experience as a Financial Advisor or in a comparable role within the financial services sector.
- Demonstrated success in managing client relationships and providing financial planning services.
- In-depth knowledge of investment products, financial markets, and wealth management techniques.
- Exceptional communication abilities, capable of conveying complex financial concepts clearly and succinctly.
- Familiarity with financial planning software and tools.
OFFERINGS:
- Competitive commission structure based on experience and existing clientele
- Performance-driven incentives and bonuses
- Opportunities for professional growth and support for ongoing education, including CFP and other recognized industry certifications
- A collaborative and supportive work culture with avenues for advancement
If you are an experienced Financial Strategist eager to make a significant impact on clients' financial futures, we encourage you to consider this opportunity. We look forward to discussing your qualifications and relevant experience.
Desjardins Financial Security Independent Network is an Equal Opportunity Employer.
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