About the Company A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
Responsibilities
- Deliver comprehensive financial planning and investment advice
- Manage and grow a book of business
- Develop new client relationships through proactive business development
- Provide mutual fund and (where licensed) insurance solutions
- Conduct regular portfolio reviews and ensure regulatory compliance
- Maintain high standards of client service and relationship management
Qualifications
- Mutual Fund License (required)
- LLQP (Life License Qualification Program) – preferred
- Minimum 2+ years of experience as a Financial Advisor or Investment Advisor
- Solid track record of client retention and business development
- Excellent interpersonal and communication skills
- Self-motivated with an entrepreneurial mindset
- In good standing with applicable regulatory bodies
Required Skills
Strong track record of client retention and business development, Excellent interpersonal and communication skills, Self-motivated with an entrepreneurial mindset.