Financial Planner

As a Financial Planner, the work centres on 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.

How the role is set up

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.

Job details

• Do you have the skills that will enable you to succeed in this role?
• Your mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Cours.
• 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.