Financial Planner

This Financial Planner role is focused on in this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by. It would suit someone who can bring handling account-by-account responsibilities with consistency and care to the role.

Where the work sits

In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by. We’d love to work with you if you have: 3-years of experience in financial planning and investment sales.

What helps in this commercial role

Handling account-by-account responsibilities with consistency and care.

Practical details

• Develop prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independ.
• Do you have the skills that will enable you to succeed in this role?
• You’re a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.