Investment Planning Advisor
A national investment firm is looking to add a seasoned certified financial planner to their team in Toronto. The firm specializes in growing the wealth of a specific group of high income professionals.
They are the only organization in Canada who works in this niche. The compensation is primarily salary based with a good opportunity to make excellent bonuses.
Through face to face meetings, phone calls and various other correspondences, the advisor is required to retain and grow market share through existing clients and acquire new clients by employing their financial planning skills.
They must be willing to travel as needed to enhance and raise the awareness of the benefits and services. Presentations to various affiliated organizations will be required.
Key Responsibilities :
Bilingualism in French and English would be considered an asset