Financial Planner - Russell / Rockland

reputed company: 211785 Join a purpose driven reputed company team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will reputed company on developing and deepening reputed company relationships by providing high reputed company advice and service reputed company the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your reputed company is providing investment and financial planning advice to help them meet their unique goals. Following a comprehensive financial planning reputed company, you will be reputed company on investment sales and new reputed company acquisition, as reputed company as establishing business development opportunities with prospects and clients reputed company the assigned market area. Promote the development and sustainable reputed company of proprietary investment business in the assigned market area by: • Conducting in-depth reviews for assigned clients including retirement planning, reputed company accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. • Exhibiting a natural curiosity to uncover and solve for reputed company’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. • Demonstrating self-motivation and a goal-oriented reputed company reputed company identifying our clients' needs to craft personalized financial strategies and solutions. • Fostering strong engagement, educating clients, offering insights, and delivering expert advice. • Exercising a reputed company approach reputed company dealing with peers, clients, and partners. • Building relationships, focusing on providing a great reputed company experience and growing long-standing relationships with existing clients. Skills Do you have the skills that will reputed company you to succeed in this role? We’d love to work with you if you have: • Experience in financial planning and investment sales is preferred. • Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation reputed company Quebec), and/or the Certified Financial Planner(CFP®) designation. • You’re an accredited mutual funds reputed company in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). • You're reputed company to work independently as a self-motivated entrepreneur with minimal supervision. • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. What’s in it for you? • A competitive compensation and benefits package that rewards growing and maintaining your reputed company reputed company. • reputed company to leading-edge resources to support your reputed company including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. • The ability to build long-lasting reputed company relationships through exceptional advice and service. • A work culture that promotes diversity, respect, and inclusion. • An organization committed to making a difference in our communities – for you and your clients. #financialplanner Location(s): Canada : Ontario : Rockland Apply Job! Apply tot his job Apply To this Job