Financial Consultant

Victoria, British Columbia, ca
Company: Summit Search Group
Category: Finance
Published on 2021-03-17 23:58:17

Our client is one of Victoria’s leading private wealth management practices . They provide a full range of financial products and services to families, entrepreneurs, professionals and business owners in Victoria .

This opportunity entails a 4-year development program for a new Financial Consultant. You will be responsible for growing the assets of a well-established, client-centric financial planning firm under a strong mentorship program . You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for financial planning, business development and client service.

The opportunities :

  • Training with an experienced senior advisor and to be part of one of the top practices in the region ;
  • Opportunity to work with established clients, build new relationships and be rewarded for your own equity;
  • Succession planning assets to be awarded based on strong performance .

  • Participate in all business development and marketing activities and strategies;
  • Identify new business opportunities within the retiree, young professional and entrepreneur market;
  • Prepare presentations and concept pieces for use in implementing financial planning strategies for clients;
  • Develop new relationships from external prospecting and introductions generated from centers of influence;
  • Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship;
  • Review client accounts, complete detailed financial plans, and explain product, services and strategies to clients directly.

  • Strong total compensation package, including benefits, rewards and equity ownership of the business;
  • Entrepreneurial culture that promises personal growth and development in the high net worth market;
  • Modern work environment and flexibility in your schedule;
  • Full reimbursement for the CFP® designation, to be completed over the 4-year development program.

  • Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC);
  • Life License Qualification Program (LLQP) or willing to obtain;
  • Strong interpersonal skills and demonstrated ability to build relationships and attract new business
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