Strategic Wealth Manager for Mass Affluent Clients
5 days ago
A competitive compensation and benefits package that rewards growing and maintaining your client base is offered to successful candidates. The ideal candidate will focus on developing and deepening relationships with clients by providing high-quality advice and service within the mass affluent market.
Key Responsibilities- Conduct comprehensive financial planning reviews for assigned clients, utilizing financial planning skills and tools to support their financial goals.
- Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice regarding their investments and retirement planning.
- You're self-directed, performance-oriented in discovering our clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
- Be highly engaged, educate clients, provide relevant insights and expert advice.
- Demonstrate a collaborative approach when dealing with peers, clients, and partners.
- 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. You have current accreditation and good standing for MFDA licensing requirements.
- You're goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
- 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.
This role is located in Canada: Ontario: Newmarket or Canada: Ontario: Aurora. The estimated salary for this position is $120,000 - $150,000 per year, depending on experience.
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