Join a growing financial services firm as an Experienced Financial Advisor in Toronto. This is a unique opportunity to manage and grow an established client base while providing tailored investment and insurance solutions.
The role seeks a relationship-driven professional dedicated to helping clients achieve long-term financial success. You will provide comprehensive financial planning while maintaining high standards in client service and relationship management. Business development is key, as you will be expected to foster new client relationships in a supportive environment.
Key Responsibilities:
• Deliver comprehensive financial planning and investment advice
• Manage and grow an existing book of business
• Develop new client relationships through proactive outreach
• Provide mutual fund and insurance solutions when licensed
• Conduct regular portfolio reviews for compliance
Requirements:
• LLQP certification preferred
• Minimum 5+ years as a Financia...