Trenton Financial Planner

Position: Trenton Financial Planner Opening
Location: Quinte West

Shape futures as a Financial Planner in Trenton, Ontario, helping clients through comprehensive financial planning and fostering long-term relationships.

This role requires an experienced Financial Planner with a background in banking services, ideally 3-5 years in client relationship management. You will analyze data, mentor team colleagues, and champion improvements to service delivery. Your expertise will enhance the client experience and align with industry standards.

Key Responsibilities:

• Collaborate with clients to identify financial objectives

• Develop recommendations through data analysis

• Provide mentorship to enhance team performance

• Monitor and improve service delivery processes

• Keep informed about industry trends and regulations

Requirements:

• Bachelor's degree preferred

• 3–5 years in banking services for client relationship management

• Commitment to RR licensing and obtaining CFP designation

• Strong understanding of business development and sales

• Excellent communication and problem-solving skills

Bring your passion for financial planning to help clients realize their goals while growing in a supportive team environment.
#J-18808-Ljbffr