Investment and Retirement Financial Advisor

Become a Financial Advisor focusing on Investment & Retirement with our team. Drive business growth in a dynamic market while providing tailored investment solutions and outreach to clients.

We are seeking a Financial Advisor with 3+ years of experience in financial planning and investment sales. This role emphasizes business development and community engagement, allowing you to identify prospective clients while delivering personalized investment strategies. You'll align with Global Sales Principles, ensuring exceptional service and relationship management throughout your career.

Key Responsibilities: • Execute business development strategies for mass affluent clients • Identify and implement investment solutions for prospects • Conduct outbound communications and proactive client outreach • Facilitate needs analysis across financial statements • Actively participate in community and professional events

Requirements: • 3+ years in financial planning and investment sales • Mutual fund certification and CIRO licensing required • Certified Personal Financial Planner or Certified Financial Planner • Proven networking and interpersonal skills • Valid driver's license and access to a vehicle

Utilize your expertise in financial planning while building lasting client relationships as a Financial Advisor. #J-18808-Ljbffr