Join a purpose-driven winning team as a Financial Planner in Regina and surrounding areas. Develop and deepen client relationships by providing high-quality advice and service. Enjoy flexibility and a compensation structure that rewards growing and maintaining your client base.
Requirements
- 3 years of experience in financial planning and investment sales
- Mutual Funds Certified Professional (MFDP) and good standing for MFDA licensing requirements
- Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation
- Proven networking, client acquisition, and interpersonal skills
- Extensive knowledge of competitive offerings, market trends, economic conditions, and regulatory environment
- Valid driver’s license and access to a vehicle
Benefits
- Entrepreneurial culture with the freedom to develop your career
- Fast-paced, flexible work environment with the ability to set your own hours
- Compensation structure that rewards growing and maintaining your client base
- Access to leading-edge resources and dedicated marketing support
- Opportunity to build long-lasting client relationships
- Diversity, respect, and inclusion in the work culture
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