Financial Planner responsible for developing mass affluent client relationships, providing investment and financial planning advice, and driving new client acquisition within the assigned market area.
Compensation
The compensation structure for this role is base plus variable pay.
Responsibilities
Develop and deepen client relationships
Provide investment and financial planning advice
Drive investment sales and new client acquisition
Execute business development plans
Conduct outbound communications and proactive calling
Focus on developing and deepening mass affluent client relationships by providing high-quality advice and service. The role involves proactive client outreach and building internal partnerships to grow a financial practice.
Responsibilities
Driving investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.
Establish business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area.
Providing client-centric investment solutions through a financial planning framework.
Conducting outbound communications and proactive calling to prospects.
Requirements
Personal Financial Planning (PFP®) designation
Certified Financial Planner (CFP®) designation
Investments Funds in Canada accreditation
Canadian Securities Course
Nice to have: Extensive knowledge of competitive offerings
