- Timmins, Ontario, Canada
- On-site
- Full-time · Associate
- CA$60K–CA$70K per year
- 3–5 years
Financial Planner responsible for building and growing a client portfolio through proactive business development and holistic financial planning advice.
Compensation
$60,000 - $70,000 CAD
Responsibilities
- Build and grow client portfolio through proactive business development
- Deliver holistic financial planning advice to clients
- Use data and tech tools to analyze results and give smart advice
- Leverage prospecting methods including cold calling, events, networking, and community engagement
- Stay up to date with latest financial trends and best practices
Requirements
- Bachelor’s degree
- Nice to have: Cold calling
- Nice to have: Event hosting
- Nice to have: Networking
- Nice to have: Community engagement