customized financial solutions specialist - Moose Jaw - beBeeFinancialStrategist

    beBeeFinancialStrategist
    beBeeFinancialStrategist Moose Jaw

    1 week ago

    Job title: Financial Planner, Investment

    Description

    About the Role

    As a Financial Strategist, you will create customized financial solutions for clients in Moose Jaw. You will work closely with internal partners to acquire and consolidate existing and new-to-client assets. Your creativity, motivation, and drive for new sales will enable you to provide world-class advice that helps clients achieve their long-term goals.

    Below are the key responsibilities of this role:
    • Develop tailored financial strategies using our diverse portfolio solutions.
    • Aquire and consolidate client assets through strategic partnerships.
    • Cultivate strong relationships with external business referral sources.

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