Financial Services Representative - Wealth Advisor

Royal City Recruitment

  • Halton Hills, ON
  • 65.000-75.000 $ par an
  • Permanent
  • Temps-plein
  • Il y a 15 jours
  • Postuler facilement
Financial Services Representative- Wealth AdvisorAs the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.
  • Compensation: 65,000 - $75,000+ commissions.
  • Vacation
  • Benefits
What you’re responsible for:
  • Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
  • Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
  • Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
  • Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
  • Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
To be successful:
  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
To join our team:
  • You have three years of experience in the financial services industry, including experience in investment and life product sales.
  • You have a post-secondary education in a related discipline.
  • You hold a Life License and Mutual Funds License.
  • You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
What to expect:
  • You are required to have your own vehicle, valid driver’s license, and insurance.
  • You will travel regularly.
  • Extended work hours, including evenings and weekends will be required.
  • Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Royal City Recruitment