Business Development Financial Advisor
1 week ago
Estimated Salary Range: $80,000 - $120,000 per annum (Canada : Saskatchewan : Regina)
We are seeking a skilled and experienced Financial Planner to join our team in Regina, Canada. As a Business Development Financial Advisor, you will play a crucial role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
About the Role:- You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
- 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.
- Natural curiosity to uncover and solve for client needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Experience in financial planning and investment sales is preferred.
- Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- You're a mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements.
- Goal-oriented and entrepreneurial, able to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients.
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