Join our winning team as an Investment and Retirement Financial Advisor in Guelph, Ontario. Focus on client relationship growth while leveraging your financial planning expertise to meet targets in a team-oriented environment.
As a key member of the sales team, you’ll work to deepen investment relationships with assigned clients and prospects. Deliver personalized advice while conducting comprehensive reviews that address retirement, wealth accumulation, and estate planning goals. Foster client engagement and utilize technology to create effective financial strategies.
Key Responsibilities:
• Establish and deepen client investment and banking relationships
• Conduct in-depth financial planning reviews for clients
• Provide expert financial advice to meet client goals
• Educate clients and enhance their understanding of investments
• Focus on achieving sales targets while prioritizing client satisfaction
Requirements:
• Background in financial planning and investment sales preferred
• CIFP/CFP designation or comparable qualification
• Mutual Funds Representative certification, maintained in valuable standing
• Understanding of market conditions and regulatory context
• Ability to thrive in a results-driven team culture
Leverage your skills to drive client success and grow your career in financial advisory.
J-18808-Ljbffr