We are a Financial Services company looking to expand our team. You will provide expert financial guidance and personalized strategies to help clients achieve their financial goals. This would include providing investment advice to clients to protect and grow their wealth, along with insurance solutions to protect that wealth.
Responsibilities:
-assess clients financial situations through detailed analysis of their income, expenses, investments, and liabilities
-develop tailored financial plans that align with clients objectives
-provide advice on investment options, retirement planning, cash flow management, etc
-build and grow a base of clients, families, business owners, etc
-develop and implement sales strategies to proactively attract, acquire, and retain clients and referrals, to increase profitability and enable business growth
Requirements:
-University or College Degree in finance, accounting, economics, or something similar would be an asset
-professional designations such as CFP, CIM, CFA would be considered an asset
-already hold, or are working towards, a mutual funds license and a life insurance license
-proven experience in financial services or related fields would be a strong asset
-a professional demeanor with integrity and a commitment to ethical standards in all client interactions
Pay: $50,000.00-$100,000.00 per year
Benefits:
- Dental care
- On-site parking
- RRSP match
Work Location: In person
