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Job Summary
One of the provinces leading comprehensive financial planning centers is seeking a motivated professional looking to build a business working directly with clients - developing relationships, providing comprehensive financial plans, and helping them achieve their financial goals.
Responsibilities and Duties
As a financial Consultant with Investors Group your responsibilities will include but not be limited to:
Preparing & reviewing complex financial plans incorporating various wealth strategies, in partnership with internal specialists and management
Developing new client relationships through external prospecting and introductions generated from centers of influence.
Reviewing client accounts, tracking client documentation, explaining products, services and strategies directly to clients.
Qualifications and Skills
MUST HAVE FINANCIAL BACKGROUND
Experience managing a book of clients at least 20 million
Proven networking and client acquisition skills
Ability to cultivate strong partner relationships
Communication and presentation skills relative to target market
Industry specific designations: PFP or CFP; IFIC or CSC, IIROC
Benefits
Industry leading training and development
Exceptional income including potential base
Work with a dynamic, collaborative, progressive and high performing team
Support for community involvement
Flexibility and independence
An entrepreneurial environment
About Investors Group
For over 90 years we have provided Canadians with unique, comprehensive financial plans an integral part of their financial future helping them get more out of their money, so they can get more out of life. This approach to financial planning consists of helping our clients: save for what matters most; live the lifestyle they want in retirement; purchase a new home; leave a legacy for those they care about; protect their families from the unexpected; minimize their taxes.