Financial Planner
Canada
Full Time
4 days ago
$45,500 - $84,500 CAD
Key skills
Sales
About this role
Role Overview
- Provides financial and investment planning and advice to deliver a solution in the best interests of the customer
- Determines client needs and provides solutions through the sales of managed products and services
- Engages with new and existing customers to grow loyalty and identify opportunities
- Implements business development strategies to acquire new business
- Supports the achievement of sales and performance targets
Requirements
- Typically between 3-5 years of relevant experience
- Post-secondary degree in related field of study or equivalent education and experience
- Must meet the regulatory/governing body licensing and registration requirements of a Financial Planner in the province or territory of employment
- Advanced working knowledge of financial industry
- Specialized knowledge from education and/or business experience
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans