Financial Advisor - Prince George - MD Financial Management

    MD Financial Management
    MD Financial Management Prince George

    4 days ago

    $65,000 - $120,000 (CAD) per year *
    Description

    In this role as a Financial Advisor, you will be the champion of a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

    About This Role

    This is an exciting opportunity for someone with strong marketing skills, excellent presentation skills, and outstanding communication and interpersonal abilities. You will prepare quarterly business plans to meet individual, regional, and corporate targets.

    • You will act as a financial planner in areas like risk management, estate planning liability management cash flow budgeting education funding tax retirement planning investment management practice management goal setting.


    You must have: University degree in business commerce or related field CIRO license Canadian Securities Course Conduct Practices Handbook 90-day training Group Annuity Sector (PQPAV) Quebec offices only Life License LLQP all other provinces demonstrated track record above average sales financial services environment at least two years experience financial planning industry


    The Ideal Candidate Should Have:


    p strong working knowledge Financial Planning good product knowledge Excellent presentation skills Strong communication Interpersonal Skills
    * This salary range is an estimation made by beBee
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