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 mass affluent client relationships by providing high-quality advice and service.
Requirements
- 3-years of experience in financial planning and investment sales.
- Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements.
- IPF designation.
- Proven networking, client acquisition and interpersonal skills.
- Goal-oriented and entrepreneurial.
- Valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
Benefits
- Entrepreneurial culture with the freedom to develop your career.
- Flexible work environment.
- Compensation structure that rewards growing and maintaining your client base.
- Access to leading-edge resources.
- Opportunity to build long-lasting client relationships.