Financial Planner

Prudential Financial; Mississauga; On-site; Full time

Job summary

A financial services company in Peel Region, Canada, is seeking a motivated individual to join as a Regional Director and Wealth Management Advisor. This entry-level position offers comprehensive training and the potential to earn $50,000 to $75,000 in your first year. You will build client relationships, create financial plans, and prepare clients for retirement. Prior sales experience is beneficial. Competitive pay and benefits are provided.

Benefits

Medical insurance

Vision insurance

401(k) plan

Pension plan

Disability insurance

Qualifications

• No prior knowledge of the financial services industry is required.
• Prior exposure to the industry and the career is a plus.
• Minimum of a high school diploma or GED equivalent.

Responsibilities

• Develop relationships with clients, both existing and prospective.
• Gather client information to build robust financial plans.
• Help clients prepare for their retirement.

Skills

Customer service

Communication

Critical thinking

Sales experience

Education

College degree or equivalent

Job description

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Regional Director, and Wealth Management Advisor

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!

We have an opening for a highly motivated analytical individual to join us in our Louisville firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include :

• Developing relationships with clients (both existing and prospective)
• Gathering client information and using that information to build robust financial plans
• Helping clients prepare for their retirement.
• Preparing and reviewing investment portfolio recommendations

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

YOU :

• Are a self-starter.
• Are a customer service champion.
• Are an engaging and compelling communicator and negotiator.
• Are a problem solver.
• Are a Life-long student seeking continued education and professional development.
• Are a critical thinker.
• Have prior sales experience and / or enjoy networking and seeking new clients.
• Have a college degree or equivalent work / life experience with a minimum of a high school diploma or GED equivalent.

WE :

• Provide a framework to help you attain all licensing and education needed to progress through the career.
• Support your learning through joint work and a team environment.
• Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry.
• Provide a roadmap for your success with our experienced team of leaders.

Learn more about this exciting opportunity. Call me at 502-318-6801 or email [e-mail] to schedule an informational interview!

The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15 / hour (or your city / state’s applicable minimum wage if higher than $15 / hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Prudential is an Employer that participates in E-Verify.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Referrals increase your chances of interviewing at Prudential Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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Financial Planner • Mississauga, Peel Region, Canada