Job Description
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Key Responsibilities: Provide expert advice on TFSA, RRSP, RESP, and GIC products to clients. Develop personalized wealth management strategies to meet clients' financial goals. Conduct comprehensive financial assessments and create tailored investment plans. Build and maintain strong relationships with clients, offering continuous support and guidance. Stay updated on financial market trends and regulatory changes to provide informed advice. Collaborate with other team members to ensure seamless service delivery and client satisfaction. Achieve sales targets and contribute to the growth of the wealth management division. Qualifications: 2-3 years of experience in wealth management or financial advisory roles. Extensive knowledge of TFSA, RRSP, RESP, and GIC products. Strong understanding of financial planning principles and investment strategies. Excellent communication and interpersonal skills. Proven ability to build and maintain client relationships. Results-oriented with a track record of meeting or exceeding sales targets. Relevant certifications (e.g., CFP, QAFP) are an asset. Benefits: Competitive salary and performance-based incentives. Comprehensive benefits package, including health, dental, and retirement plans. Professional development opportunities and ongoing training. Collaborative and supportive work environment. We thank you for your interest in the position, however, only those who are qualified will be contacted Inclusion and Equal Opportunity Employment Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.