Is this role right for you?
In this role, you will:Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets
Actively participate in prospecting
Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting
Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges
Understand and comply with all industry regulations and MD's program and process requirements
Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs
Increase visibility of products and services through contact with centers of influence
Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients
Provide input to marketing and management concerning potential new products and services
Travel within established travel circuit
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
Relevant degree or diploma from an accredited post-secondary institution or four years of relevant experience.
CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE)
Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements including RR Dealer Member Training and Conduct Training Course
Previous lending experience will be considered an asset
Strong working knowledge of Financial Planning
Good product knowledge
A demonstrated track record of above average sales in a financial services or related environment
2+ years financial planning experience within the financial services industry
Strong marketing skills
Excellent presentation skills
Strong communication and interpersonal skills
#SWM
#LI-CB1
Financial Advisor • Vancouver, BC, CA
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