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Financial Planning and Investment Expert

2 weeks ago

Waterloo, Ontario, Canada Collins Recruitment Group Full time

Collins Recruitment Group is proud to offer this exciting opportunity for a Financial Planning and Investment Expert to join our team. As a key player in our financial institution, you will be responsible for delivering tailored financial planning and investment solutions to clients, while also contributing to the growth and development of our organization.

This is an excellent opportunity for a results-driven professional with a proven track record of success in wealth management sales. With a strong focus on client relationship building and business development, you will have the chance to drive growth and impact within a collaborative team environment.

  • Key Requirements:
  • 5+ years of wealth management sales experience with a proven track record of success
  • CFP, PFP, QAFP, or RRC designation (minimum 3 years in good standing)
  • Mutual Fund License (minimum 3 years in good standing)
  • Strong expertise in financial planning, risk management, and client relationship building
  • Experience in business development, referrals, and pipeline management
  • Comfortable with variable incentive pay

About Our Organization:

  • A leading financial institution with a strong presence in Kitchener-Waterloo
  • A collaborative team environment that values growth and innovation
  • A competitive compensation structure with strong earning potential