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Financial Advisor

2 weeks ago


Kingston, Ontario, Canada The Co-operators- Kilpatrick Insurance & Investment Solutions Inc Full time $90,000 - $120,000 per year

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Experience in Financial Planning
  • Understanding of needs analysis process
  • product knowledge in investments, life insurance, disability, critical Illness. disability, group benefits.
  • Proven prospector for new business/clients
  • Excellent interpersonal skills