• Financial Consultant

    Svensen Neighbour Recruiting Inc.
    Job Description
     
    Financial Consultant
     
    On behalf of our client, Svensen Neighbour Recruiting is seeking a Financial Consultant.
     
    Do you have an entrepreneurial spirit and an interest in assisting individuals reach their financial goals?  Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Our client, a leading private wealth management firm, is looking for a Financial Consultant to join their team.

    Responsibilities:
    • Build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals.
    • Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship;
    • Identify new business opportunities within the market;
    • Prepare presentations and concept pieces for use in implementing financial planning strategies; and
    • Develop new client relationships from external prospecting and introduction generated from centers of influence.
    Qualifications:
    • 2+ years of experience in the financial services industry or equivalent
    • Strong entrepreneurial mindset
    • Willing to obtain or currently have Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP)
    • Strong interpersonal skills and demonstrated ability to build relationships and attract new business.
    Compensation:
    • Offer exceptional income potential, where your earnings are reflective of your efforts.
    • Entrepreneurial culture that promises personal growth and development in the high net worth market;
    • Modern work environment and flexibility in your schedule;
    • Existing high net worth brand and team to support your growth and success in servicing mass affluent clients;
    • Receive one-on-one mentorship, practice support tools and access to experts that help clients achieve financial well-being for themselves and their families.
    At Svensen Neighbour Recruiting, we specialize in the recruitment and retention of permanent sales, marketing, management, human resources, fund development and administrative personnel. We believe in professionalism, responsiveness, integrity and transparency, and aim to find the most suitable candidates to ensure the right fit with the organizations we represent. We aim to find you a career fit, not just a job. Visit our website to find out more about our tailored recruiting, assessments, and job search services: http://snrecruiting.com/
    Contact Information
  • Upcoming Events

     

     

  • New Members