Financial Services Consultant, Client Relationship Team
Core
Licensed Financial Services Consultant providing comprehensive portfolio reviews, retirement planning, and investment advice to help clients achieve financial security and goals.
Role type
Licensed Financial Services Consultant (FSC)
Builds
Client relationships and financial security outcomes
Domain
Financial Services / Wealth Management / Retirement Planning
Deliverable
client delivery
Required skills
Investment advice, retirement planning, portfolio review, asset consolidation, financial risk assessment, sales targets, client relationship building
Preferred skills
Canadian Securities Course (CSC), Canadian Investment Fund Course (IFIC), Certified Financial Planner (CFP), bilingualism (French/English)
Technologies
Financial planning tools
Responsibilities
Proactively call existing clients to establish relationships and educate on investments; Consult with clients on savings and retirement income; Partner with clients to ensure they are 'retirement ready'; Review portfolio investments and assist with asset consolidation; Create investment risk assessment profiles; Contribute to sales and service targets.
Seniority
Individual Contributor