Become a Proactive Financial Planning Specialist focused on enhancing client relationships. Deliver high-quality financial solutions tailored to mass affluent clients while actively seeking new business opportunities.
You will play a vital role in advising clients with a financial planning framework that aligns with compliance and regulatory requirements. Your responsibilities include establishing business development opportunities, conducting outreach, and providing investment solutions that benefit your clients and prospects.
Key Responsibilities:
• Drive client engagement through targeted outreach efforts
• Establish and promote investment business growth strategies
• Facilitate client investment needs analysis and referrals
• Participate in local community financial seminars
• Maintain a strong market presence in assigned areas
Requirements:
• 3 years of experience in financial planning and sales
• Mutual fund certification and CIRO licensing eligibili...