Financial Advisor

Employment Network Canada Inc.; Regina; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dynamic Financial Advisor to join their boutique firm in Regina. This role offers the unique opportunity to work independently while also being part of a collaborative team, focusing on personalized financial planning and investment strategies. You will develop trusted relationships with clients across Western Canada, ensuring their financial goals are met through tailored solutions. The firm prides itself on delivering exceptional client experiences and fostering a culture of integrity and professionalism. If you have a passion for helping others achieve their financial dreams and possess the entrepreneurial spirit to drive results, this could be your ideal career move.

Benefits

Comprehensive Benefit Plan

Career Growth Opportunities

Incentives

Work Culture of Integrity

Professional Development

Qualifications

• 3-5+ years experience in financial services managing client relationships.
• Proficient in financial planning tools and strong communication skills.

Responsibilities

• Develop customized financial plans and maintain long-term client relationships.
• Build strong relationships within the business community to attract new clients.

Skills

Client Relationship Management

Financial Planning

Business Development

Communication Skills

Entrepreneurial Spirit

Market Knowledge

Problem Solving

Education

Certified Financial Planner (CFP)

Mutual Fund or Securities License

Saskatchewan Insurance Council's Life License

Tools

Microsoft Office Suite

MS Dynamics CRM

Naviplan

Razorplan

Job description

Explore this career opportunity that offers training, progression to senior leadership and business ownership potential!

As Financial Advisor with a well-established boutique Regina Sask firm, you will work independently as a self-motivated entrepreneur and team member providing highly personalized financial planning services and focused, strategic investment philosophies to help individuals and families across Western Canada achieve their financial goals.

Our Client is ‘above the rest’ in their commitment to deliver an exceptional client experience based on transparency and clarity, in a work culture of integrity, accountability and professionalism…and fun as well!

This may be your next ‘one-time career move’ – apply in confidence today!

As Financial Advisor and an integral member of the team, you will:

Develop trusted and long-term Client relationships:

1. Determine, actively listen and understand the unique needs of each Individual and Family Client.
2. Develop and offer customized financial plans, strategies and solutions, be highly engaged, educate Clients and provide relevant insights and advice to meet their needs.

Serve as a collaborative leader and representative of the firm, with an entrepreneurial drive to achieve great results. Build strong relationships and be actively involved within the business community, associations, etc. to attract new Clients and develop new business opportunities.

Maintain long standing, respected Client relationships through communication updates and financial reviews including comprehensive financial planning, solutions and wealth accumulation.

Bring new ideas and a sense of ownership by working in the best interest of the company, delivering an extraordinary Client experience and contributing to a work culture of honesty, integrity and accountability.

Maintain an up to date knowledge of market trends, economic conditions, and the regulatory environment, utilizing your financial skills and tools to support their goals.

As the selected applicant, you will bring:

• Mutual fund or securities license in good standing with CIRO.
• Certified Financial Planner (CFP) designation in good standing or willingness to obtain same within the first 3 years in the role.
• Saskatchewan Insurance Council's Life License in good standing an asset.
• 3 to 5+ years experience within the financial services industry managing client relationships, providing financial advice and tailored investment solutions.
• A deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
• Proficient with Microsoft Office suite and MS Dynamics CRM.
• Knowledge of Naviplan and Razorplan financial planning software is an asset.
• Motivated and enthusiastic leader, with an entrepreneurial spirit and passion to increase your skills and career in financial planning. A genuine interest and drive to help Clients reach their financial and life goals.
• Excellent relationship building skills, client service and strong verbal and written communication skills.
• Reliable, accountable and professional, supported by integrity and a strong work ethic. Committed to deal with people sensitively, tactfully, diplomatically and professionally at all times.
• Proven skills in business development and attracting new clients.
• Participates fully as a member of the team, and supports a positive, service-oriented work environment.

Competitive salary with opportunities for other incentives and a comprehensive benefit plan. Explore this exciting opportunity for career growth and success! Your application will be held in strict confidence and not released without your prior authorization.

Please direct your enquiries and confidential resume to:

EMPLOYMENT NETWORK CANADA INC.

Attention: David Eisenzimmer, CPC Vice President, Management & Technical Division

Email: [e-mail]

Phone: [phone]