Senior Financial Services Professional
7 days ago
As a Senior Financial Services Professional with Employment Network Canada Inc., you will be responsible for providing highly personalized financial planning services and focused, strategic investment philosophies to help individuals and families across Western Canada achieve their financial goals.
About the CompanyOur client is 'above the rest' in their commitment to deliver an exceptional client experience based on transparency and clarity, in a work culture of integrity, accountability and professionalism.
Key Responsibilities- Determine, actively listen and understand the unique needs of each Individual and Family Client.
- Develop and offer customized financial plans, strategies and solutions, be highly engaged, educate Clients and provide relevant insights and advice to meet their needs.
Serve as a collaborative leader and representative of the firm, with an entrepreneurial drive to achieve great results. Build strong relationships and be actively involved within the business community, associations, etc. to attract new Clients and develop new business opportunities.
Requirements- Mutual fund or securities license in good standing with CIRO.
- Certified Financial Planner (CFP) designation in good standing or willingness or obtain same within the first 3 years in the role.
- Saskatchewan Insurance Councils Life License in good standing an asset.
- 3 to 5+ years experience within the financial services industry managing client relationships, providing financial advice and tailored investment solutions.
- A deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
- Proficient with Microsoft office suite and MS Dynamics CRM.
- Knowledge of Naviplan and Razorplan financial planning software is an asset.
The successful candidate will have:
- A motivated and enthusiastic leader, with an entrepreneurial spirit and passion to increase your skills and career in financial planning.
- An excellent relationship building skills, client service and strong verbal and written communication skills.
- Reliable, accountable and professional, supported by integrity and a strong work ethic.
We offer a competitive salary with opportunities for other incentives and a comprehensive benefit plan. This is an exciting opportunity for career growth and success.
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