**Wealth Management Professional** This role is designed for individuals who excel at delivering personalized wealth management solutions to help clients achieve their long-term financial goals. Main Responsibilities: Develop and deepen client relationships through effective communication and trust-building. Conduct regular meetings and calls with clients to understand their needs and provide tailored advice. Educate clients about various products, solutions, and services offered by the company. Promote the value proposition of the organization. Required Skills and Qualifications: Strong relationship-building skills with a commitment to establishing long-term client relationships. Able to leverage technology to enhance client experiences. Desire for performance-driven compensation. Self-motivated, highly driven, and entrepreneurial personality. Able to think critically and use sound judgment when serving clients. Post-secondary education in Business and/or 3-5 years of industry experience. Completion of CSC/IFIC required. IIROC licensed. Professional accreditation (CFP, CIM, or equivalent) considered an asset. Benefits: Competitive base salary. Opportunity for variable compensation components. Others: Diverse and inclusive work environment. Chance to excel in a dynamic team. Part of a strong and successful organization trusted by millions.
Job Title
Financial Advisor Professional