Financial Planner
Oakville, ON, Canada
Job Description
Description
Financial Planner
Oakville, ON
$70k per year
Benefits
- Company benefits
- Paid time off
- Salary reviews
- Room for growth
- Stable team and company
- Network for sales leads and build trust as a business financial advisor
- Provide superior client experience through tailored solutions.
- Monitor sales performance, identify best practices, and support Client Advisors in compliant sales opportunities.
- Educate customers on products and proactively conduct client reviews for wealth management.
- Handle paperwork, maintain client records, and participate in events to generate leads.
- Prospect and cross-sell various lines of business, developing annual marketing plans.
- Stay updated on financial services and personal banking trends.
- About 2 years of experience as a Financial Planner/Advisor
- Insurance background is preferred
- LLQP would be an asset
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Job Detail
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Job IdJD2266891
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:$70000 per year
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Employment StatusPermanent
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Job LocationOakville, ON, Canada
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EducationNot mentioned