Bilingual Financial Advisor – Investment & Retirement

intuit; Saint-Isidore; A distancia; CAD 48.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Entrepreneurial culture

Flexible hours

Marketing support and CRM tools

Descripción de la vacante

Intuit invites applicants for a Financial Advisor, Investment & Retirement role in a remote Canadian market. The position focuses on promoting development of proprietary investment solutions, coordinating with clients, and expanding a professional network to grow business in NB and surrounding regions.

The role requires 3+ years in financial planning and investment sales, current CIRO licensing, and CFP/PFP credentials.

Formación

• 3+ years of experience in financial planning and investment sales.
• Mutual fund certification and CIRO licensing current and in good standing.
• PFP or CFP designation completed or in progress.

Responsabilidades

• Drive business development in assigned market through prospecting and referrals.
• Provide client-centric investment solutions within a financial planning framework.
• Engage with local professionals and communities to expand network and opportunities.

Conocimientos

Financial planning experience

CIRO licensing

Networking and client acquisition

Educación

PFP designation

CFP designation

Descripción del empleo

Intuit invites applicants for a Financial Advisor, Investment & Retirement role in a remote Canadian market. The position focuses on promoting development of proprietary investment solutions, coordinating with clients, and expanding a professional network to grow business in NB and surrounding regions.

The role requires 3+ years in financial planning and investment sales, current CIRO licensing, and CFP/PFP credentials.