Financial Planning Strategist
1 week ago
We are seeking a skilled Financial Planning Strategist to join our team in North Bay, Ontario. As a key member of our financial services team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service.
Job ResponsibilitiesThe successful candidate 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. Key responsibilities include:
- Conducting comprehensive financial planning reviews for assigned clients to support their financial goals.
- Delivering trusted financial advice to clients regarding their investments and retirement planning.
- Developing customized financial strategies and solutions to meet client needs.
- Educating clients on relevant insights and expert advice to enhance their financial well-being.
- Demonstrating a collaborative approach when dealing with peers, clients, and partners.
To succeed in this role, you will require:
- Experience in financial planning and investment sales is preferred.
- Succesfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- Mutual funds certified professional status and current accreditation for MFDA licensing requirements.
- Goal-oriented and entrepreneurial mindset, with ability to work independently and as part of a larger team.
- Knowledgeable of competitive offerings, market trends, economic conditions, and regulatory environment.
This opportunity offers a competitive compensation package that rewards growing and maintaining your client base, as well as access to leading-edge resources to support your growth. Additionally, you will have the chance to build long-lasting client relationships through exceptional advice and service, and work in a culture that promotes diversity, respect, and inclusion.
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