Job Description
Responsibilities
Financial Advisors partner with clients to help them achieve their long‑term financial goals, including retirement, building wealth, estate strategies, and funding education. They develop and grow their own practice, supported by a client support team, a home‑office team, and other regional advisors.
Qualifications
Four years of financial industry work experience OR a university degree or college diploma.
- Financial services registration, licensing, or certifications preferred.
- Experience in sales, business development and/or client acquisition.
- Experience in client prospecting.
- Ambition, self‑motivation and commitment to establishing long‑term client relationships.
- Goal‑oriented with critical thinking skills.
- Maturity needed to serve the investing public.
- Analytical and communication skills to carry out regulatory requirements.
Benefits
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