Financial Planner/Investment Specialist
3 days ago
Requisition ID: 201162
Key Responsibilities:
- Develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.
- Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
- Exhibit a natural curiosity to uncover and solve for client needs, deliver trusted financial advice, and promote the development and sustainable growth of proprietary investment business.
- Foster strong engagement, educate clients, offer insights, and deliver expert advice.
- Build relationships, focus on providing a great client experience, and grow long-standing relationships with existing clients.
Requirements:
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the Personal Financial Planning (PFP) designation or the Certified Financial Planner (CFP) designation.
- Accredited mutual funds professional in good standing with CIRO licensing requirements.
- Ability to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What's in it for you?
- 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, and 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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