Financial Advisor, Investment & Retirement Planning - Major Mackenzie & 404, Markham
On-siteMarkham, Ontario, Canada
Job Summary
Conduct in-depth reviews for assigned clients covering retirement planning, wealth accumulation, and estate planning to support their financial goals. Establish and deepen investment and primary banking relationships with existing clients and those referred by branch partners. Deliver trusted financial advice regarding investments and retirement planning while crafting personalized strategies to achieve targets. Leverage advanced technology tools to enhance client interactions and streamline planning processes. Focus on building long-standing relationships and providing a great client experience through expert insights and education.
Required Qualifications
- Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment
Desired Qualifications
- Experience in financial planning and investment sales is preferred
- Successfully completed the CIFP/CFP designation or bank recognized equivalent
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