Financial Services Consultant

1 week ago


Regina Census Division SK, Canada Employment Network Canada Inc. Full time

Explore this career opportunity in a well-established boutique Regina Sask firm, offering training and progression to senior leadership with business ownership potential. As a Financial Advisor, you will work independently as a self-motivated entrepreneur and team member, providing highly personalized financial planning services and focused, strategic investment philosophies to help individuals and families across Western Canada achieve their financial goals.

Key Responsibilities:

  • Develop and offer customized financial plans, strategies, and solutions, engaging deeply with Clients to provide relevant insights and advice.
  • Build strong relationships within the business community, associations, and maintain long-standing Client relationships through communication updates and financial reviews.
  • Maintain an up-to-date knowledge of market trends, economic conditions, and regulatory environments, utilizing financial skills and tools to support Clients' goals.

Requirements:

  • A Mutual fund or securities license in good standing with CIRO is mandatory. A Saskatchewan Insurance Council's Life License in good standing is an asset.
  • 3-5+ years of experience in 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 regulatory environments.
  • Proficient in Microsoft Office Suite and MS Dynamics CRM. Knowledge of Naviplan and Razorplan financial planning software is an asset.
  • A motivated and enthusiastic leader with an entrepreneurial spirit, passion for increasing skills and career in financial planning, and genuine interest in helping Clients reach their financial and life goals.
  • Excellent relationship-building skills, client service, and strong verbal and written communication skills.

Estimated Salary Range: $60,000 - $80,000 per year



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