Investment Advisor – Toronto
Toronto, Ontario
2d ago

Job Description

Investment Planning Advisor

Summary :

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 :

  • Grow book of business through acquiring more of participant’s assets
  • Conduct regular account reviews
  • Provide written reviews of participant’s entire investment portfolio
  • Attend conventions and meet with participants and potential participants for reviews of their financial affairs
  • Meet with individual participants and groups to deliver presentations
  • Train new team members when needed
  • Qualifications :

  • Certified Financial Planner (CFP) a must
  • Must have completed the Canadian Investment Fund course or Canadian Securities course
  • Must have a comprehensive knowledge of investment products
  • Good knowledge of life insurance products with specific reference to Universal and Whole Life strategies and solutions
  • Must be comfortable in presenting to groups
  • Experience with financial planning software required
  • Minimum of 10 years in financial services
  • Bilingualism in French and English would be considered an asset

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