Remote Financial Planner Driving Investment and Client

Position: Remote Financial Planner Driving Investment and Client Growth
Location: Dauphin

Shape the future of financial planning as a remote Financial Planner. Deliver client-centric solutions, leverage relationships, and build your practice in a flexible environment tailored for success.

In this role, you will deepen client relationships through strategic financial and investment advice. With a focused approach to business development, utilize your networking skills to identify new opportunities among the mass affluent market. Your commitment to a comprehensive financial planning framework will enhance client experiences, driving investment sales and client acquisition.

Key Responsibilities:

• Execute business development plans for prospects and clients

• Conduct proactive outreach to maintain client relationships

• Participate in community events to expand network

• Deliver community seminars to foster new prospects

• Build market profile and manage independent marketing budget

Requirements:

• 3 years of financial planning and investment sales experience

• Current MFDA licensing and certifications required

• Personal Financial Planning or Certified Financial Planner designation

• Strong networking and interpersonal skills

• Valid driver's license for client visits

Elevate your career by leveraging your financial acumen in a supportive environment focused on client success and relationship building.
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