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Insurance and Financial Planners

2 weeks ago

London, Ontario, Canada -cd97-498f-8d93-4a2be8e38463 Full time

Company Description

RD Financial Solutions and Dominion Lending Centre

Role Description

This is a full-time on-site role for an Insurance and Financial Planner, located in London, ON. The Insurance and Financial Planner will be responsible for assessing client financial needs, providing tailored financial planning and retirement solutions, and recommending appropriate investment and insurance products. Tasks include conducting detailed financial analysis, preparing personalized financial plans, and maintaining client relationships to ensure long-term financial growth and security. The role involves staying up-to-date with industry trends and adhering to regulatory requirements.

Qualifications

  • Expertise in Financial Planning and Personal Financial Planning
  • FRSA Life License
  • Strong analytical, organizational, and problem-solving skills
  • Ability to communicate financial concepts effectively to clients
  • Experience with investment products and insurance services preferred