Client-Focused Financial Planner & Roadmap Advisor

Jobtailor; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

Jobtailor in Toronto seeks a dynamic financial professional to build long-term client relationships and plan for clients' life stages. You will prepare strategies to attract and connect with new clients and conduct meetings with prospective and existing clients.

Responsibilities include reviewing clients' financial state, building roadmaps, recommending insurance and investment products, and staying current with industry changes through ongoing training and accreditations.

Qualifications

• College or university degree is required.
• Some professional experience in financial services preferred.
• Legal entitlement to work in Canada.
• LLQP and/or Mutual Fund license or course completion are optional assets.

Responsibilities

• Build long-term client relationships and develop financial strategies tailored to life stages.
• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients to review financial state and goals.
• Build financial roadmaps and recommend/implement insurance and investment products.
• Stay current with industry changes through ongoing training and professional development.

Skills

Client relationships

Financial planning

Insurance recommendations

Investment implementation

Excellent communication

Education

University degree

Job description

Jobtailor in Toronto seeks a dynamic financial professional to build long-term client relationships and plan for clients' life stages. You will prepare strategies to attract and connect with new clients and conduct meetings with prospective and existing clients.

Responsibilities include reviewing clients' financial state, building roadmaps, recommending insurance and investment products, and staying current with industry changes through ongoing training and accreditations.