Investment Advisor
Toronto, ON, Canada
Job Description
At PFSL, we believe in empowering both our clients and our team. As an Investment Advisor, you\'ll have the opportunity to help clients achieve their financial goals while receiving the support and resources you need to succeed in your career.What You Do Best:
- You have excellent people and problem-solving skills that help you build and maintain client relationships.
- You\xe2\x80\x99re a self-starter \xe2\x80\x93 someone who wants to make their day their own.
- You\xe2\x80\x99re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.
- You have completed the Canadian Securities Course (CSC) or will before your start date.
- You have a passion for financial planning and a keen interest in portfolio management.
- You have strong relationship-building skills and can connect with all types of individuals.
- Experience in a direct marketing role, and financial services, and shown success in high-value sales and business development, regardless of industry/discipline.
- Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
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Job Detail
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Job IdJD2302684
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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:Not mentioned
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Employment StatusPermanent
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Job LocationToronto, ON, Canada
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EducationNot mentioned