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Financial Services Consultant
1 week ago
We are seeking a talented Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
Main Responsibilities:- Focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
- Promote the development and sustainable growth of proprietary investment business in 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.
Requirements:
- 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 (Investments Funds in Canada or Canadian Securities Course).
