Client Focused Financial Planner Driving Investment And …, Moncton

Join a Financial Planner role where your expertise helps mass affluent clients achieve their financial aspirations. Enjoy a flexible scheduling model and the chance to enrich client relationships through personalized service. This position emphasizes proactive engagement with external and internal clients, allowing you to showcase your skills in financial planning and investment sales. Your ability to establish and leverage relationships will play a vital role in your success. Expect to drive business development and community involvement as you navigate the financial needs of varying clientele. Key Responsibilities: • Manage investment sales and client outreach • Build and maintain robust client relationships • Facilitate needs assessments for financial planning • Participate in community engagement and events • Ensure compliance with Global Sales Principles Requirements: • 3+ years of experience in financial planning • Mutual fund certification and CIRO licensed • IPF designation completion preferred • Solid interpersonal and networking skills • Valid driver's license for client travel Empower clients and enhance your career by delivering exceptional financial advice and building lasting connections in a supportive workplace. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oai6e