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 client relationships by providing high quality advice and service within the mass affluent market.
Requirements
- 3 years of experience in financial planning and investment sales
- Mutual funds certified professional
- Current accreditation and good standing for MFDA licensing requirements
- Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation
- Valid driver’s license and access to a vehicle
- Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
Benefits
- Entrepreneurial culture with the freedom to develop your career
- Fast-paced, flexible work environment
- Compensation structure that rewards growing and maintaining your client base
- Access to leading-edge resources to support your growth
- Opportunity to build long-lasting client relationships
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