Senior Financial Planning Specialist
7 days ago
We are seeking a Senior Financial Planning Specialist to join our team in Saskatoon, Canada.
As a key member of our team, you will be responsible for providing expert financial advice and guidance to our customers. Your primary objective will be to build strong relationships with our clients and help them achieve their financial goals through personalized planning and advice.
The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment. You will have a proven track record of success in sales and customer relationship building, and be able to meet or exceed sales targets.
Key Responsibilities- To identify and pursue new business opportunities with existing and prospective clients.
- To develop and implement comprehensive financial plans tailored to individual client needs and goals.
- To educate clients on relevant financial products and services, and provide ongoing support and guidance to ensure successful outcomes.
- To work collaboratively with internal stakeholders to leverage cross-selling opportunities and enhance overall client experience.
- To maintain accurate records and reports, and adhere to all regulatory requirements and industry standards.
With a competitive salary of $60,000 - $80,000 per year, this is an excellent opportunity for a motivated and experienced professional to advance their career in the financial sector. If you are passionate about delivering exceptional customer service and driving business growth, we encourage you to apply for this exciting role.
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