We are looking to hire financial planners for one of our banking clients based out of Toronto.
Job Description:
With a focus on relationship management, advice and business development, you will:
- Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
- Contribute to team and department goals while strengthening customer service and dedication
- Monitor service, productivity and assess efficiency and implement continuous improvements
- Be knowledgeable of best practices and procedures and stay ahead of emerging trends
- Acquire and apply expertise, provide mentorship, assistance and direction to others
- Maintain a culture of risk management and control, supported by aligned risk appetite
- Participate fully as a member of the team, support a positive and service-oriented work environment
Job Requirements:
- University Degree and/or 3 – 5 years industry experience
- Canadian Securities Course (CSC) required
- IIROC license preferred (required within first 90 days in role)
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role
- IQPF licensing required prior to start date (for Quebec only)
- Complete Wealth Management Essentials (WME) within first 30 months in role
- Achieve Certified Financial Planner designation within first 3 years in role
- Deep understanding of the industry, competitive landscape and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
This particular posting is open to those who identify as First Nation (Status and Non-Status), Inuit, and Métis with interest in the role.