$60,000 - $70,000 cad; commission based earnings e...
Holistic financial planning
Client relationship management
Business growth and development
Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance
Job Summary
Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.
Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.
Matching Summary
Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.
Salary
$60,000 - $70,000 CAD; Commission based earnings eligible; Not specified
Skills & Requirements
Must-have
Holistic financial planning
Client relationship management
Business growth and development
Risk management and control
Nice-to-have
Empowering mass affluent clients
Meaningful impact and support
Positive service-oriented workplace
Key Requirements
3-5 years of experience in banking services
Registered Representative (RR) licensing with CIRO (or willingness to obtain)
Commitment to achieving CFP designation within 3 years