Client-Focused Financial Consultant Role
MD Financial Management
Become a key player in financial consulting with a focus on building lasting client relationships. This role emphasizes expertise in financial planning and regulatory compliance for optimal service delivery. As a Financial Consultant, your responsibilities include executing quarterly business plans and engaging in prospecting activities. You will create comprehensive financial plans, encompassing risk and estate management, tax, and retirement strategies. Additionally, your role involves conducting seminars to educate clients on evolving financial standards and products. Key Responsibilities:
- Champion customer-focused culture for strong client relationships
- Prepare and execute quarterly business plans for targets
- Conduct financial planning seminars for client education
- Complete comprehensive financial plans and investment strategies
- Engage in prospecting to grow client base
- Relevant degree or diploma or 4+ years of experience
- CIRO licensed as Registered Representative (CIRO-RR)
- 2+ years of experience in financial planning
- Strong marketing and presentation skills
- Good product knowledge in financial services
Vacancy posted 4 hours ago
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