Financial Advisor

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About our Client Since 1926, they have been providing Canadians with holistic financial planning services that instill financial confidence and allow their clients to embrace all of life’s possibilities. Today, they have over 1 million clients and were named among Canada’s Top 100 Employers for 2022! Top Reasons for Working for Them: 1. Growth & Development They offer financial support and achievement awards to inspire continuous career development and support performance goals. 2. Community Investment Through Imagine Canada’s Caring Companies program, they contribute at least 1% of our average annual pre-tax income to local communities. 3. Empower Your Tomorrow They are committed to helping Canadians build a better financial future for themselves. 4. Diversity & Inclusion As a strategic priority, diversity and inclusion enables their practices, policies and approaches to be inclusive to all. 5. Your Opinion Matters Their annual employee engagement survey identifies strengths and opportunities to improve business outcomes. 6. They Care About Our Planet Through waste management, travel, energy conservation and more, they are dedicated to reducing our environmental footprint. 7. Delivering Excellence They inspire financial confidence by helping their clients improve their financial well-being and achieve their goals. 8. Employee Benefits They offer competitive salaries, a pension plan, employee share purchase plan and other benefits to employees. What is in for You Our client provides industry-leading training and continuing education, support and development throughout your career. Flexible health and dental plans are offered for your needs. Tuition reimbursement for individuals completing and passing the Certified Financial Planner designation. Salary Range Offer exceptional income potential, where your earnings are reflective of your efforts. Expected first year commissioned earnings is $80,000 to $100,000. About the Role The position of Financial Advisor at my client’s company is entrepreneurial focused and dedicated to helping Canadians achieve their ongoing financial goals. If you are looking for a seeking a better opportunity to improve the outcomes for your clients and yourself, this is the place to do that! They’re looking for responsive and proactive individuals who are committed to excellence. The right fit for this role will have support from our client to build a highly rewarding career both personally and professionally! They encourage independence and work-life synergy as you plan your schedule to work and build your existing client relationships. Their synchronized approach to financial planning looks at all aspects of a client’s financial life. Our client takes the time to explore all the life goals, financial aspirations, and concerns clients have for themselves and their families, and then follow up with a comprehensive analysis of their overall financial well-being. Responsibilities You build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help to achieve financial confidence with their life-long financial goals. They will support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists to onboard and transition your book of business to our client’s company. Move your clients’ accounts and if insurance licensed, your client’s life insurance policies over to our client’s company and it’s partner companies to build a Living Plan (ongoing financial plan that can be tracked for progress) with your existing and established relationships. Requirements Strong interpersonal skills Educational background should be a university degree holder or a college diploma. Experience required is a minimum of 5 years as an independent or bank financial advisor. Preference for an advisor with 10 years in the business and an established book of business to be considered. Mutual funds licence in Ontario is a must. Insurance licence in Ontario would be nice to have. Certified Financial Planner designation would be nice to have. Don’t miss the opportunity of working in a solid company and create a successful carrier, APPLY TODAY ! Job Types: Full-time, Permanent Salary: $80,000.00-$100,000.00 per year Benefits: Dental care Extended health care Life insurance Tuition reimbursement Flexible Language Requirement: French not required Schedule: Monday to Friday Supplemental pay types: Commission pay Experience: an independent or bank financial advisor: 5 years (required) Licence/Certification: Mutual Funds Licence in Ontario (required) Insurance Licence in Ontario (preferred) Financial Planner designation (preferred) Work Location: In person Application deadline: 2023-06-09

Financial Advisor

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