Financial Services Advisor

Selectpath Benefits & Financial Inc. works in partnership with our clients to guide them along “the Right Path” to financial security and success by implementing customized solutions through innovation, excellence, and integrity. Our team of industry experts specializes in benefits and pension, personal and corporate financial planning, and human resources management. Our services offer a comprehensive, hands-on approach to managing your short and long-term goals.

We offer you:

- Comprehensive benefits package
- Opportunities for succession and collaborative growth with pension and group benefit clients
- Opportunities for professional development & ongoing learning
- A chance to be part of a growing organization

Position Summary

The Advisor, Financial Services will work with a senior Advisor and is responsible for working in a customer-centric environment working with people in a relatable way. In this position, you will focus to provide exceptional service and guidance to help clients reach their financial goals, achieved through an understanding of the client, their needs, risks, and appropriate planning.

Tasks and Responsibilities:
Client Servicing
- Taking a proactive approach to discovering client needs, listening to, and understanding what they are asking for
- Conduct ongoing research and review investment options
- Regularly review current and new investment and insurance product offerings
- Conduct business following compliance standards
- Regularly perform a review of selected investment options
- Build client plans using a holistic approach to helping them achieve their goals
- Nurture strong and long-standing relationships
- Review client’s investment portfolio and performance information
- Educating the client and providing relevant and timely insight and expert advice
- Confirm clients’ regulatory status of personal information
- Review existing strategies with a view to any necessary updates or alterations
- Meet with clients to review their current circumstances, update regulatory information, and review financial plan
- Develop, retain, and grow business by introducing the client to Selectpath’s broad range of services available
- Focus on doing the right thing for the ideal client profile

New Business
- Develop plan to grow practice to meet sales goals
- Build marketing strategy to strategically grow business
- Market business practice through individually defined methods
- Ensure paperwork and forms are completed accurately and submitted as required

Corporate Administration
- Work collaboratively with other Selectpath advisors to delivery best-in-class solutions and advice
- Analyze business activity, structure, and expenses
- Build annual department budget and set sales goals in alignment with corporate budget and goals
- Manage practice team to ensure department is operating efficiently and provide support as required
- Complete performance appraisal evaluations for team members
- Participate in various office functions and represent the company at public functions as required
- Use Customer-Relationship Management (CRM) system to store client information
- Other duties as assigned in any category

Qualifications and Experience:

- College diploma or university degree required in finance or related discipline required
- 2-3 years of experience in finance or related field required
- Securities or Mutual Funds License required (MFDA or IIROC)
- Life Insurance Agent License required
- Acceptable credit score required
- Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), Chartered Investment Manager (CIM) designation preferred, or willing to obtain
- Time management and ability to multi-task and prioritize work

Work Conditions:

- Long periods on a computer and navigation around different software programs
- Frequent interactions with clients and employees
- Diverse and complex work
- Perform high-concentration tasks
- Regularly exposed to stressful conditions
- Frequent travel is expected
- Overtime hours may be required

Selectpath is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other legally protected factors.