Experienced Financial Advisor/Planner
On-siteWindsor, Ontario, Canada
Windsor, Ontario, CanadaOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Manage client relationships and analyze individual circumstances to recommend customized financial solutions, leveraging access to multiple insurers and investment fund providers. Develop and maintain a strong book of business while utilizing ongoing business development support and available office or workstation assistance. Transition existing clients to unbiased advice within a network of 1,500 independent advisors focused on wealth management across South Western Ontario.
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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