Financial Planner

Oakville, ON, Canada

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Description

Financial Planner
Oakville $50k-$70k + Benefits
Duties:

Networking for new sales leads and being a trusted advisor in the business
Provide a superior client experience
Educating and advising customers about products
Support Client Advisors throughout sales opportunities
Proactively complete client reviews and needs analysis focusing on wealth management products.
Prepare, process, and save all paperwork, and required documents throughout the sales process
Maintain client records
Prospect and cross sell all lines of business
Maintains current knowledge of personal banking products

Requirements:

3 - 5 years of Financial Planning experience (Preferred)
Minimum 2 year of private client/high net worth experience
Strong business communication and presentation skills
CFP or other financial planning designations. \xe2\x80\xa2 Strong understanding of the insurance industry, sales, products, placement
Insurance industry experience
Excellent computer literacy: Gmail, Google Drive (Sheets, Docs), Windows Office Suite \xe2\x80\xa2 Bachelor\'s degree preferred

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