Jobs in Windsor, United States

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. You understand that growing a practice is all about building long-term relationships and you know how to leverage your external networks and centres of influence.

You excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. You will be responsible for driving investment sales and new client acquisition while adhering to Global Sales Principles and compliance requirements.

Is this role right for you? In this role, you will :

Promote the development and sustainable growth of proprietary investment business in the assigned market area by :

• Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market.
• Client-Centric : Providing client-centric investment solutions through a financial planning framework.
• Community Involvement : Participating actively in local professional and community events to develop and expand your network.

Do you have the skills that will enable you to succeed in this role? -We’d Love To Work With You If You Have :

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional with current accreditation for MFDA licensing requirements.
• You have successfully completed a Personal Financial Planning (PFP) designation and / or a Certified Financial Planner (CFP) designation.
• Proven networking, client acquisition, and interpersonal skills.
• You’re goal-oriented and can work independently as a self-motivated entrepreneur.
• Extensive knowledge of competitive offerings, market trends, and the regulatory environment.
• A valid driver's license and access to a vehicle.

What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.