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Mobile Financial Planner - Flexible Hours & Growth
Résumé du poste
A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a sustainable practice in a supportive environment.
Prestations
Qualifications
- 3+ years of experience in financial planning and investment sales.
- Current accreditation for CIRO licensing requirements.
- Proven networking and client acquisition skills.
Responsabilités
- Drive investment sales and new client acquisition.
- Establish business development opportunities within the market area.
- Promote and grow proprietary investment business.
Connaissances
Formation
Outils
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.