Financial Planner, Investment (Newfoundland and Labrador)

Elevate your investment expertise as a Financial Advisor at CI Financial Corp. This role emphasizes client relationship management and organic sales growth in a supportive, engaging environment. As a part of our Aligned Capital Partners network, you will leverage a minimum of five years of sales and client service experience to manage and grow client relationships. Utilize your investment knowledge to help clients reach their financial objectives, focusing on trust and long-term growth through effective communication and strategic planning. Key Responsibilities: - Build and nurture client relationships via virtual and in-person meetings - Generate referrals and consolidate assets through collaboration - Establish and update investment strategies tailored to client goals - Provide insightful investment recommendations and managed money solutions - Ensure compliance with all regulatory standards Requirements: - Minimum 5 years in investment sales and client service - Valid Securities Licence required - Professional designation like CFP, CIM preferred - Robust knowledge of financial instruments and markets - Exceptional communication and analytical skills Harness your financial acumen to serve clients effectively at CI Financial. Apply on Kit Job: kitjob.ca/job/2psr6i