Experienced Financial Advisor/Planner
On-siteLondon, Ontario, Canada
London, Ontario, CanadaOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Manage clients' financial needs by analyzing data and individual circumstances to recommend customized solutions involving life, mutual funds, and insurance products. Build and maintain strong client relationships while developing a personal book of business through sales and business development activities. Leverage access to multiple insurers and investment fund providers to tailor unbiased advice across life's different stages. Join a network of 1,500 independent advisors focused on wealth management, supported by a multi-disciplinary team and administrative assistance.
Required Qualifications
- Minimum two years experience as a Financial Advisor or Financial Planner
- Proven sales track record
- Demonstrated ability to develop, build and maintain strong client relationships
- Excellent communication skills
- Empathetic to clients' needs
- Ability to analyze data and individual circumstances and recommend customized solutions
- Mutual Funds licence required (IFIC or CSC)
Desired Qualifications
- A valid life licence is an asset
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