Wealth Planner: Build Clients' Goals with Commission Potential

TD; Rouyn-Noranda; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner to assist clients in achieving their financial goals through personalized service and expert advice. This role involves establishing long-term relationships, conducting financial reviews, and providing recommendations to ensure client satisfaction. The ideal candidate will have a diploma in financial planning, relevant experience, and a passion for client service.

Benefits

Health and well-being benefits

Savings and retirement programs

Paid time off

Career development opportunities

Discounts on banking services

Qualifications

• 3 to 5 years of banking experience is required.
• CIRO license preferred, must be obtained within 90 days.
• Strong understanding of economic market issues is beneficial.

Responsibilities

• Identify client's life and financial goals, providing comprehensive reviews.
• Conduct reporting and analysis for program effectiveness.
• Monitor service and productivity, implementing improvements.

Skills

Relationship Management

Financial Planning

Communication

Education

Financial Planner diploma granted by the Institute of Financial Planning (IPF)

Canadian Securities Course (CSC) or CFA Level 1

Job description

A leading financial institution is seeking a Financial Planner to assist clients in achieving their financial goals through personalized service and expert advice. This role involves establishing long-term relationships, conducting financial reviews, and providing recommendations to ensure client satisfaction. The ideal candidate will have a diploma in financial planning, relevant experience, and a passion for client service.