We are a agile financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort.
Who you are:
Client-centered, putting client interests first
Entrepreneurial
Curious and willing to dig deep to find solutions to complex problems
Able to build strong, lasting relationships with clients
Able to work independently and in a team
Willing to be flexible, occasionally working long hours
Key Responsibilities:
Review client accounts, maintain account lists, and track client documentation
Work alongside and in collaboration with the administrative support team in various task and projects, for the benefit of the Advisors and Associate
Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
Provides advice,
guidance and education to clients in the areas of investment, retirement, taxes, insurance and estate planning
Qualifications Required:
Robust desire for a career within the financial services industry
Strong business acumen and financial industry knowledge
At minimum CIFC licensing is required
Holds or pursuing the CFP® designation
Added Value:
Extensive knowledge of current MFDA (CIRO) compliance standards and regulations
Experience with leading edge resources, CRM and FP software
Life license qualification program (LLQP), or willingness to obtain
Existing book of business
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
Disability insurance
Adaptable schedule
Life insurance