Expert en impôt bilingue - Télétravail

intuit; Saint-Isidore; À distance; CAD 48 000 - 54 000; Plein temps

Avantages offerts par ce poste

Entrepreneurial culture

Flexible hours

Marketing support and CRM tools

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Financial planning experience

CIRO licensing

Networking and client acquisition

Formation

PFP designation

CFP designation

Description du poste

Last updated: 15 days ago Full-time

Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Business Development: Executing on business development plans for mass affluent pro...

CA$24.22 hourly Remote Full-time

Intuit est une plateforme mondiale de technologie financière qui permet aux personnes et aux communautés que nous servons de prospérer. Avec environ 100 millions de clients dans le monde qui utilisent…

Full-time

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

The cities near Tracadie-Sheila, NB that boast the highest number of business administrator jobs are:

• Ottawa
• Halifax
• Sydney
• Dartmouth
• St. John's
• Saint John
• Moncton
• Fredericton
• Cornwall
• Charlottetown

The 10 cities near Tracadie-Sheila, NB that have the most job openings are:

• Ottawa
• Halifax
• Sydney
• Dartmouth
• St. John's
• Saint John
• Moncton
• Fredericton
• Cornwall
• Charlottetown

The 10 most popular job searches in Tracadie-Sheila, NB are:

• payroll administrator
• accounting clerk
• it analyst
• quality assurance analyst
• computer system analyst
• system administrator
• systems administrator
• database administrator
• online data entry
• computer systems analyst

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-centricity: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations and identifying opportunities to deliver community information sessions and financial seminars to develop and expand your network and develop prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• 3-years of experience in financial planning and investment sales.
• You’re a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• You’re goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

What's in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
• A compensation structure 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 customer relationship management (CRM), portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the "Financial Advisor, Investment & Retirement, Branch Network" posting.