Wealth Advisor (Mutual fund licensed) - Barrie - Ontario North Central
$85,000–$130,000 year
HybridLocation, Northern Cape, South Africa
Location, Northern Cape, South AfricaHybridFull Time$85,000–$130,000 yearLicense Or Certification
Full TimeLicense Or Certification
Job Summary
Provide holistic financial plans for existing clients covering investment strategies, retirement, mortgages, banking, and insurance. Identify opportunities to deepen client relationships while adhering to regulatory guidelines and corporate channel service standards. Manage inbound and outbound client contacts, execute marketing campaigns, and utilize digital tools to enhance service levels and identify future business opportunities. Prioritize servicing current clients with an 85% focus while growing the client base. Work in a hybrid environment, spending three days in the office for collaboration.
Required Qualifications
- Mutual fund licensed
- Securities licensed
- 3+ years of client facing financial planning experience
- Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence
- University Degree in a relevant field
- LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment
- ETF approved for trading completed
- Proficiency in the use of digital tools, including CRM and Financial Planning software
- Certified Financial Planner (CFP) or Financial Planner (F.Pl) designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment
- Mutual fund licensed or Securities licensed
- LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment
- ETF approved for trading completed
- Proficiency in the use of digital tools, including CRM and Financial Planning software
- Certified Financial Planner (CFP) or Financial Planner (F.Pl) designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment
- Mutual fund licensed or Securities licensed
- 3+ years of client facing financial planning experience
- Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence
- University Degree in a relevant field
- LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment
- ETF approved for trading completed
- Proficiency in the use of digital tools, including CRM and Financial Planning software
- Certified Financial Planner (CFP) or Financial Planner (F.Pl) designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment
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