Financial Planner for Affluent Clients

Elevate financial planning by helping affluent clients meet their goals. Enjoy a flexible schedule while fostering impactful client relationships through personalized financial services.
This Financial Planner role focuses on assisting mass affluent clients in achieving their financial objectives. With 3+ years of experience and strong interpersonal skills, you'll manage investment sales and bridge connections with clients. Drive business development while participating in community events and ensuring compliance with established sales regulations.
Key Responsibilities:
• Manage investment sales and initiate client outreach
• Build and maintain robust client relationships
• Conduct needs assessments for tailored financial planning
• Engage in community events related to financial advising
• Ensure adherence to Global Sales Principles
Requirements:
• 3+ years experience in financial planning
• Valid mutual fund certification and CIRO license
• Preferred ...