Join FirstOntario as a Wealth Associate and guide members in achieving their financial goals through expert advice and relationship building, all in a flexible setting.
In this dynamic role, you will be the main contact for Wealth Connect initiatives. You'll engage with members, perform discovery interviews, and recommend investments to help them maximize returns. Your ability to identify current opportunities and forge strong partnerships internally will drive your success.
Key Responsibilities:
• Conduct discovery interviews to assess members' financial needs
• Recommend investments for members with assets ≤ $100,000
• Foster relationships to exceed sales and service goals
• Maintain up-to-date records using CRM and other software
• Deliver exceptional customer service to both prospective and current members
Requirements:
• Must possess a Mutual Funds or Securities Licence
• PFP or CFP certification in progress or completed
• Familiarity with financial management software
• Understanding of mutual funds and market trends
• High standard of integrity and initiative in work
Contribute to FirstOntario's mission by providing unparalleled wealth advice and service.
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