Jobs in Morrisville, Canada
Mobile Financial Planner - Flexible Hours & Growth
Scotiabank
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Philips
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Tecsys Inc.
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Flexspring
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American Income Life AO - Michaela Ejifugha
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Employment Innovations
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Miovision Technologies, Inc.
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Lock Search Group
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CMHA Durham
Senior B2B Working Capital Exec - Remote & High Earnings
Vault Consulting (Accounting, Human Resources, Research)
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EMD
Senior Growth Manager, Acquisition — Remote & Stock Options
Felix
Mobile Financial Planner - Flexible Hours & Growth
Job summary
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.
Benefits
Qualifications
- 3+ years of experience in financial planning and investment sales.
- Current accreditation for CIRO licensing requirements.
- Proven networking and client acquisition skills.
Responsibilities
- Drive investment sales and new client acquisition.
- Establish business development opportunities within the market area.
- Promote and grow proprietary investment business.
Skills
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.