Wealth & Life Financial Advisor — Growth & Relationships

DGA Careers; Beaumont; Vor Ort; CAD 70.000 - 95.000; Vollzeit

Zusammenfassung

DGA Careers is seeking a Financial Advisor to support the growth of a multi-line financial services practice in Canada, with a focus on wealth management and life products. You will engage clients, conduct needs analyses, and present tailored solutions to help meet financial goals.

The role emphasizes relationship-building, compliance, and a proactive approach to prospecting across personal and business markets, while providing excellent service and portfolio growth guidance.

Qualifikationen

• Proven experience in financial services, with a focus on wealth management and life products.
• Ability to conduct client reviews and needs analyses to identify suitable solutions.
• Strong compliance standards and ability to maintain strict confidentiality.

Aufgaben

• Develop and grow life, group, and wealth management business with a focus on wealth management.
• Perform client reviews and needs analyses to identify opportunities and provide product recommendations.

Kenntnisse

Relationship building

Sales

Needs analysis

Client reviews

Risk assessment

Communication

Time management

Confidentiality

Ausbildung

CFP/CLU/PFA designation in progress

Tools

Microsoft Office

Jobbeschreibung

DGA Careers is seeking a Financial Advisor to support the growth of a multi-line financial services practice in Canada, with a focus on wealth management and life products. You will engage clients, conduct needs analyses, and present tailored solutions to help meet financial goals.

The role emphasizes relationship-building, compliance, and a proactive approach to prospecting across personal and business markets, while providing excellent service and portfolio growth guidance.