Financial Advisor, Investment & Retirement Planning - CLARINGTON PLACE, BOWMANVILLE, ONTARIO
On-site · Bowmanville, Ontario, Canada
Job Summary
Financial Advisor in our Bowmanville, Ontario branch drives investment and retirement planning for an assigned client portfolio, building and deepening relationships through in-depth reviews of retirement planning, wealth accumulation and estate planning, and delivering expert advice to help clients meet financial goals. Responsibilities include promoting proprietary investment business, educating clients, leveraging technology to enhance planning processes, focusing on achieving targets, and delivering a great client experience while growing long-standing relationships within the branch network.
Required Qualifications
- CIFP/CFP designation or bank recognized equivalent
- Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent
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