Strategic Financial Advisor & Planner

Jobtailor; Bedford; On-site; CAD 45,000 - 75,000; Full time

Job summary

Jobtailor in Bedford, Nova Scotia is seeking a proactive financial services professional to attract and connect with new Clients, conduct meetings with prospective and existing Clients, and review their financial state to set future goals.

You will build financial roadmaps, recommend suitable insurance and investment products, and maintain plans as life changes occur, while pursuing ongoing training and professional development.

Qualifications

• History of achievement in professional, academic, athletic, or other areas.
• Enjoys engaging, developing, and maintaining relationships with people.
• Disciplined and self-motivated.
• Goal-oriented with a strong work ethic.
• Continuous learner with a deep interest in helping others.
• Excellent communication skills.
• College/University degree.
• Some professional experience.
• Must be legally entitled to work in Canada.
• LLQP and/or Mutual Fund license or course/exam completion are optional assets.

Responsibilities

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review Clients’ current financial state and gather information about future goals.
• Build financial roadmaps to help Clients achieve their goals.
• Recommend and implement suitable insurance and investment products.
• Continue meeting with Clients to keep plans up to date as life situations change.
• Complete ongoing training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout the career.
• Stay connected within the community through networking, marketing, and referrals.

Skills

Client Relationship Management

Financial Planning

Excellent Communication Skills

Relationship Building

Continuous Learner

Education

College/University degree

Job description

Jobtailor in Bedford, Nova Scotia is seeking a proactive financial services professional to attract and connect with new Clients, conduct meetings with prospective and existing Clients, and review their financial state to set future goals.

You will build financial roadmaps, recommend suitable insurance and investment products, and maintain plans as life changes occur, while pursuing ongoing training and professional development.