Strategic Financial Planner
4 weeks ago
Are you a financial planning expert looking for a new challenge? We're seeking a Strategic Financial Planner to join our team at MD Financial Management.
Key Responsibilities:
- Develop and execute quarterly business plans to drive sales growth and meet individual and corporate targets.
- Build and maintain strong relationships with clients to deepen their financial knowledge and leverage our expertise.
- Prepare comprehensive financial plans and investment strategies for clients, ensuring alignment with their goals and risk tolerance.
- Stay up-to-date on industry regulations and MD's program and process requirements, ensuring compliance and excellence in service delivery.
- Conduct financial planning seminars and information meetings to educate clients on new strategies, legislative changes, and MD's programs.
- Collaborate with marketing and management to identify new product and service opportunities.
- Travel within established circuits to meet with clients and partners.
Requirements:
- University degree in business, commerce, or a related field.
- CIRO (IIROC) license as a Registered Representative, with completion of the Canadian Securities Course and Conduct & Practices Handbook.
- Completion of the Group Annuity Sector (PQPAV) or Life License (LLQP), depending on location.
- 2+ years of financial planning experience in the financial services industry.
- Strong marketing, presentation, and communication skills.
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