Financial Advisor

Job summary

Manage and grow an existing client book through prospecting, business development, regular portfolio reviews, and tailored advice on investments and financial planning. Prepare client projections and recommendations, deliver presentations and workshops, achieve sales targets, and respond to client inquiries while maintaining accurate activity records.

Job details

FINANCIAL ADVISOR PERMANENT FULL-TIME GREATER KINGSTON AREA, ON (REMOTE) The Company Our client is a reputable and established financial planning firm offering tailored advice to a professional demographic that they share a strong mutual relationship with. The firm’s Financial Advisors consult on a range of investment products, TFSA’s, RRSP’s, RESP’s, tax planning and more. The organization operates all across Ontario and maintains loyal partnerships with clients across the province. Company Perks and Rewards $73-80k base Discretionary annual bonus up to 10% Excellent healthcare benefits Defined contribution pension plan 3 weeks’ vacation Fully remote work opportunity Financial support for professional designations such as the PFP and CFP The Job As a Financial Advisor, you will manage and grow an existing book of business in the Greater Kingston Area. You must have demonstrated experience with prospecting and business development in order to meet your growth targets. To achieve this, you will meet with clients virtually and in-person to conduct information sessions, understand each individual client’s financial goals, and offer solutions tailored to their needs. Conduct regular review meetings with assigned clients, reviewing their portfolios to ensure the holdings are consistent with the client’s objectives (KYC) and identify further opportunities to increase share of wallet. Use technology (e.g., Morningstar, Conquest) to provide financial advice and portfolio solutions, including reports, reviews, recommendations, and projections, to support client understanding and engagement. Analyze client data to prepare cash flow and goal‑based projections in support of financial discussions and advice. Achieve business sales results through call programs and communication with existing clients and new prospects. Present financial planning and investment workshops/webinars to large groups of attendees and attend conferences. Handle incoming telephone calls, emails, and cases, directly answering and resolving member questions and cases in a timely and accurate manner, in line with service standards, and escalating complex or specialized matters as required. Maintain a sales pipeline with fulsome and accurate documentation of client activity. The successful candidate will meet the following requirements: 3 years’ work experience in financial planning and investments. Must be fluent in providing advice on mutual funds, GICs, TFSAs, RRSPs, RESPs, and other investment types. Completed College or University Bachelor’s Degree. Must have at minimum an IFIC or CSC in good standing. If you are currently in pursuit of a QAFP or PFP designation, that would be strongly preferred. Ability to deliver engaging in-person and virtual presentations. Access to a personal vehicle and valid Ontario driver’s license as occasional travel is required to attend conferences and do webinars. Strong client-centric approach. Ability to multitask and meet deadlines, organized with time and work. Detail oriented with strong numeracy skills. Flexibility to work a schedule based on client availability. Expected Compensation: CAD $73,000 - $80,000 Existing Position Vacancy: Yes I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role! Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability. You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Facebook for job searching tips and other updates.

What you’ll do

Manage and grow an existing client book through prospecting, business development, regular portfolio reviews, and tailored advice on investments and financial planning. Prepare client projections and recommendations, deliver presentations and workshops, achieve sales targets, and respond to client inquiries while maintaining accurate activity records.

Requirements

Requires at least three years of experience in financial planning and investments, a college or university bachelor's degree, and an IFIC or CSC credential in good standing; pursuing a QAFP or PFP designation is preferred. Candidates must be fluent in advising on a range of investment products, able to deliver engaging presentations, and have a valid Ontario driver's license and personal vehicle for occasional travel.

Benefits

• Base Salary
• Discretionary Annual Bonus
• Healthcare Benefits
• Defined Contribution Pension Plan
• Three Weeks' Vacation
• Fully Remote Work
• Financial Support For Professional Designations

Listed skills

• Financial planning · Preferred
• Business development · Preferred
• Client Relationship Management · Preferred
• Sales · Preferred
• Time management · Preferred
• Organization · Preferred
• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Investment Advice
• Prospecting
• Business Development
• Client Relationship Management
• Portfolio Reviews
• Know Your Client (KYC)
• Financial Projections
• Sales
• Client Presentations
• Workshop And Webinar Delivery
• Pipeline Management
• Numeracy
• Time Management
• Organization
• Customer Service

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support

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