Financial Consultant

1 month ago

Ottawa, Ontario, Canada MD Financial Management Full time
{"title": "Financial Consultant", "content": "Build Lasting Relationships with Our Clients

In this role, you will be responsible for building and maintaining strong relationships with our clients, understanding their needs and goals, and providing tailored solutions to meet their financial objectives.

Key Responsibilities:
  • Develop and maintain a deep understanding of our clients' financial situations and goals.
  • Provide expert advice on investment products and services to meet our clients' needs.
  • Identify new business opportunities and develop strategies to grow our client base.
  • Collaborate with internal teams to ensure seamless delivery of services to our clients.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and excellence in client service.
Requirements:
  • University degree in business, commerce, or equivalent.
  • IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training.
  • Life License (LLQP) and a willingness to complete other regulatory requirements.
  • Demonstrated knowledge of investment products.
  • Proficiency in Canada's two official languages is an asset.
What We're Looking For:
  • A desire to learn and grow with our company.
  • An appreciation for compliance and regulatory requirements.
  • The ability to work independently and as part of a team.
  • A high level of comfort with technology to support virtual meetings and client relationship management software CRM.
  • Confidence in yourself, our products, and your ability to deliver exceptional client service.
", "lang_code": "en"}

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