Investment Strategist, Financial Services Specialist
23 hours ago
About the Role: We are seeking a skilled Investment Specialist to join our team in Toronto. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will excel at building new relationships and enjoy the flexibility of meeting clients outside of the office, on a schedule that best suits you and your clients.
Main Responsibilities:
- Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements.
- Establish business development opportunities with prospects and clients within the assigned market area.
- Promote the development and sustainable growth of proprietary investment business in the assigned market area.
Requirements:
- 3 years of experience in financial planning and investment sales.
- Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Successfully completed the Personal Financial Planning (PFP) designation, and/or the Certified Financial Planner (CFP) designation.
- Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
- A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
Benefits: A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them. A compensation structure that rewards growing and maintaining your client base. Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
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