Wealth Advisor & Financial Planner — Flexible Hours & Benefits

PIB | Navacord (Programmed Insurance Brokers Inc.); Halifax; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Company pension

Flexible hours

DEI commitment

Job summary

Programmed Insurance Brokers Inc. (PIB) in Atlantic Canada seeks a Wealth Advisor/Financial Planner to grow an existing client portfolio with business owners and professionals, delivering planning-based guidance across investments, insurance and retirement planning.

Working with PIB’s investment and estate planning specialists, you will provide practical advice, build long-term relationships, and expand PIB’s wealth management footprint while maintaining high compliance and exceptional client

Qualifications

• 5+ years of wealth management, financial planning, banking or related financial services environment.
• Strong client relationship and business development skills.
• Consultative sales approach and ability to identify client opportunities.
• Strong written and verbal communication skills.

Responsibilities

• Manage, retain and grow an existing portfolio of wealth management, life insurance and financial planning clients.
• Build trusted, long-term client relationships through a planning-based approach.
• Conduct regular client reviews and proactive outreach, including investment, insurance and retirement planning.
• Develop Retirement Income Roadmaps and customized financial plans.
• Identify opportunities to deepen existing relationships and develop new client relationships.
• Provide investment and financial planning advice, including wealth and insurance solutions.
• Support business development through referrals, networking, seminars, client events and Centres of Influence.
• Prepare and deliver client presentations and financial planning recommendations.
• Collaborate with PIB’s Investment & Estate Planning specialists and other advisors on complex client needs.
• Work with Client Care Team to deliver high-quality client experience.
• Maintain knowledge of industry developments, markets, products and regulatory requirements.
• Meet sales, service and client retention objectives with high compliance and professionalism.

Skills

Client relationship skills

Business development

Consultative sales

Communication skills

Financial analysis

Education

Mutual fund licensing

Life Insurance licensing

CFP/CLU or equivalent designation

Tools

CRM software

Job description

Programmed Insurance Brokers Inc. (PIB) in Atlantic Canada seeks a Wealth Advisor/Financial Planner to grow an existing client portfolio with business owners and professionals, delivering planning-based guidance across investments, insurance and retirement planning.

Working with PIB’s investment and estate planning specialists, you will provide practical advice, build long-term relationships, and expand PIB’s wealth management footprint while maintaining high compliance and exceptional client