Job Description
Elevate your career as a Financial Planner in Abbotsford, British Columbia, where you will build meaningful client relationships while providing tailored investment solutions. Enjoy the freedom of a flexible work schedule to meet clients at their convenience.
In this role, you'll play a vital part in serving the mass affluent market, developing a loyal client base through high-quality financial planning and investment advice. With 3 years of relevant experience and certifications, your entrepreneurial spirit and networking skills will drive your success in expanding client relationships and business opportunities.
Key Responsibilities:
• Drive investment sales and new client acquisition
• Conduct outbound communications to nurture prospects
• Build client-centric investment solutions using a financial planning framework
• Actively participate in local community and professional networking events
• Manage independent marketing efforts within a small budget
Requir...
In this role, you'll play a vital part in serving the mass affluent market, developing a loyal client base through high-quality financial planning and investment advice. With 3 years of relevant experience and certifications, your entrepreneurial spirit and networking skills will drive your success in expanding client relationships and business opportunities.
Key Responsibilities:
• Drive investment sales and new client acquisition
• Conduct outbound communications to nurture prospects
• Build client-centric investment solutions using a financial planning framework
• Actively participate in local community and professional networking events
• Manage independent marketing efforts within a small budget
Requir...
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