Requisition ID : 201160
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.
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.
Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by :
- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
- Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
- Exercising a collaborative approach when dealing with peers, clients, and partners.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have :
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and / or the Certified Financial Planner(CFP®) designation.
- You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What’s in it for you?
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities for you and your clients.
Financial Planner - St. John's, NL
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. Financial Planning team understa...
Financial Planner - St John's, NFLD
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. Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquis...
Financial Planner, St John's
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. Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquis...
Client Service Associate, MD Financial Management - St. John's, NL
Thorough understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable tax-related issues. The Client Service Associate is responsible for providing sales, administrative and operational support to assist...
Senior Financial Advisor - St John's, NL
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for. The proven ability to meet and exceed sales targets in ...
Senior Financial Advisor - St John's, NL
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for. The proven ability to meet and exceed sales targets in ...
Senior Financial Advisor - St John's, Nl
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for. The proven ability to meet and exceed sales targets in ...
Sales Associate
You like to work as part of a team as you improve your individual skills on the sales floor. Ensuring high levels of customer satisfaction by being knowledgeable on all products offered, and teaming up with co-workers to provide excellent sales service. Delivering sales, outstanding customer experie...
H&M Sales Associate
At H&M, as a Retail Sales Associate you will be advising our customers and keeping them in style! A Retail Sales Associate, or Sales Advisor, as referred to internally, is responsible for delivering the Best Customer Experience that contributes to the store’s sales and profit. As a Retail Sales Asso...
Sales Associate
As a Torrid Sales Associate, you'll provide the Torrid Connection to every customer through your genuine ability to make our customer feel comfortable, cared for and confident. Perform register functions while using your sales, promotion and product knowledge to drive add-on sales. Cover the sales f...