Chief Financial Planner Opportunity - Scarborough - beBeeRetirement

    beBeeRetirement
    beBeeRetirement Scarborough

    1 week ago

    Job title: 1 year contract role

    Description

    About Us


    Financial Planners in our retail branch network are key contributors to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of their assigned portfolio of clients.

    The primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as those referred by branch partners.

    Promoting the development and sustainable growth of proprietary investment business in the assigned market area involves:



    • Conducting thorough reviews for assigned clients including retirement planning, wealth accumulation, and estate planning utilizing financial planning skills and tools to support their financial goals.

    • Demonstrating a natural curiosity to uncover client needs, deliver trusted financial advice regarding investments and retirement planning.

    • Crafting personalized financial strategies that meet unique client requirements while fostering self-motivation.

    • Nurturing strong engagement with clients through education insights delivery expert advice growing long-standing relationships built on trust

    • Leveraging advanced technology tools enhancing interactions streamlining processes creating an enhanced experience for all stakeholders involved

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