Dynamic Financial Planner for Mass-Affluent Client Engagement, Peterborough County and …

Shape financial futures as a dedicated Financial Planner focusing on mass-affluent clients. Leverage your networking skills to provide exceptional investment solutions and grow client relationships in a flexible, entrepreneurial environment.

This role emphasizes client-centric financial planning within a dynamic market. You will utilize your expertise in investment sales while adhering to compliance and regulatory standards. Successful candidates will thrive in building long-term relationships and following a structured framework to drive investment growth and client acquisition.

Key Responsibilities:• Execute business development plans for prospects • Provide client-centric investment solutions and advice • Conduct proactive outreach and complimentary needs analysis • Participate in community events to expand networks • Create opportunities for financial seminars and sessions

Requirements:• 3 years in financial planning and investment sales • Mutual funds certification and good standing • PFP® or CFP® designation completion • Proven client acquisition and networking skills • Valid driver’s license and vehicle access

Unlock your potential by blending entrepreneurial spirit with financial advising to build a thriving practice. #J-18808-Ljbffr