Local Canadian financial company with more than 120 years of history and over 4 million clients is looking for financial advisors.
Number of positions: 2
Type of employment: full time
Qualifications:
Number of positions: 2
Type of employment: full time
Qualifications:
- Strong desire to generate new business; sales orientation.
- Appreciation for the mission of integrating faith and finance.
- Self-disciplined.
- Motivation to excel.
- Good listening skills.
- Ego strength (resiliency).
- Ability to explain complex financial concepts in easily understood manner.
- Service motivation to build long-term relationships.
- Qualified candidates will have a minimum of 5 years’ experience in the investment & insurance business, possess investment and insurance licenses
- Interest in attaining Certified Financial Planner (CFP) designation or equivalent.
- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
- analysing information and preparing plans best suited to individual clients' requirements;
- completing risk analyses;
- researching the marketplace and providing clients with information on new and existing products and services;
- designing financial strategies;
- assisting clients to make informed decisions;
- researching information from various sources, including providers of financial products;
- reviewing and responding to clients changing needs and financial circumstances;
- promoting and selling financial products to meet given or negotiated sales targets;
- negotiating with product suppliers for the best possible rates;
- liaising with head office and financial services providers;
- liaising with other professionals, such as estate agents, solicitors and valuers;
- keeping up to date with financial products and legislation;
- producing financial reports;
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
