Financial Planner
Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.
As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice.
Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and / or referral to the appropriate partners.
Participating actively in local professional and community events and associations to develop and expand your network.
Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area.
Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
- financial planning and investment sales.
- You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and / or a Certified Financial Planner (CFP®) designation.
- You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
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