Financial Advisor, Investment & Retirement Planning

Enhance your career as a Financial Advisor, specializing in investment and retirement planning in Etobicoke, Ontario. Engage clients with tailored financial strategies that maximize their goals.

In this Financial Planner role, you will be responsible for managing an assigned portfolio, assisting clients with retirement planning and wealth accumulation. You will employ your financial expertise to educate clients and foster long-term relationships while leveraging technology for streamlined processes and advice.

Key Responsibilities:

• Conduct in-depth client reviews to identify financial needs

• Provide customized investment and retirement planning

• Engage clients through education and expert insights

• Utilize advanced tools to simplify client interactions

• Focus on sales targets to drive business growth

Requirements:

• Preferred experience in financial planning and investment sales

• CIFP/CFP designation or equivalent certification required

• Certification as a Mutual Funds Representative

• Awareness of economic and regulatory trends

• Strong ability to thrive in a team-oriented environment

Drive client success and financial wellness as a pivotal Financial Advisor.
#J-18808-Ljbffr