Drive financial success as an Investment & Planning Consultant focusing on high-net-worth members in the Red Deer region. This role requires tailored financial solutions and strategic planning expertise.
Join a dynamic team dedicated to understanding and fulfilling the financial needs of affluent clients. The position emphasizes proactive business development through retention strategies and new member acquisition. Effective coaching and adherence to compliance standards are crucial for success in this consulting role.
Key Responsibilities:
• Uncover financial needs and offer tailored solutions
• Facilitate comprehensive financial planning for clients
• Pursue new business opportunities and retain existing members
• Implement a strategic sales plan to attract new clients
• Provide coaching and technical training to team members
Requirements:
• Minimum 5 years of financial advisory experience
• Thorough knowledge of financial planning products and policies<...