Financial Planner
On-siteMississauga, Ontario, Canada
Job Summary
Provide financial and investment planning advice to deliver solutions in the best interests of customers. Determine client needs and provide solutions through the sale of managed products and services, including mutual funds and retirement savings plans. Proactively engage with new and existing customers to grow loyalty, identify opportunities, and generate referrals for personal and commercial banking products. Implement business development strategies such as outbound calling campaigns and cultivate branch referrals to acquire new business. Develop and execute relationship management plans while responding to customer investment requests and introducing strategic investment goals. Maintain current knowledge of personal investment products and trends to integrate marketing promotions into customer conversations.
Required Qualifications
- Typically between 3-5 years of relevant experience
- post-secondary degree in related field of study
- equivalent combination of education and experience
- Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment
- Advanced working knowledge of financial industry
- Specialized knowledge from education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
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