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 .
SPECIFICALLY, YOU WILL
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.
TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS
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