Key skills
Risk Management
About this role
Role Overview
- Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
- Contribute to team and department goals while strengthening customer service and dedication
- Monitor service, productivity and assess efficiency and implement continuous improvements
- Be knowledgeable of best practices and procedures and stay ahead of emerging trends
- Acquire and apply expertise, provide mentorship, assistance and direction to others
- Maintain a culture of risk management and control, supported by aligned risk appetite
- Participate fully as a member of the team, support a positive and service-oriented work environment
Requirements
- University Degree (preferred)
- 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
- CIRO Registered Representative (RR) license within first 120 days in role
- Achieve Certified Financial Planner (CFP) designation within first 3 years in role
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Career development
- Reward and recognition programs