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 current 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 positive 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.