Financial Planner And Investment Specialist

  • 3-5 Year
  • Montréal
  •   Posted On: April 16, 2018
  •   Skills:  Communication, Financial Planning, Interpersonal, Sales

Job Overview

Roles & Responsibilities

Key Accountabilities

Promote the development and sustainable growth of proprietary investment business in the assigned market area by: 

Developing and implementing a structured business development strategy according to agreed-upon growth objectives 

Developing strategic sales plans for prospects and existing clients 

Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities 

Providing clients with an initial review of their existing financial plan or creating a new financial plan 

Conducting complimentary needs analysis across several financial statements, including competitor statements 

Conducting market research to understand market trends 

Building and maintaining a market profile in the assigned market area 

Participating in local professional and community events and associations to develop and expand your network 

Identifying opportunities to deliver community information sessions and financial seminars to grow prospects 

Networking with investment industry specialists while managing a small budget for independent marketing-based activities 

Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners 

Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members 


Desired Skills & Experience 

Post-secondary education in Business or related field 

Certified Financial Planner Designation (IQPF) 

Mutual Fund License 

3+ years of investment sales experience and financial planning 

Proven networking, client acquisition and interpersonal skills 

Advanced knowledge of practical sales techniques and prospecting 

Highly effective verbal and written communication skills 

Ability to work independently as a self-motivated entrepreneur with minimal supervision and also as part of a larger team 

Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment 

An understanding of the Brokerage / Wealth Management and Online Brokerage environments 

A valid driver’s license and access to a vehicle, in order to travel to meet clients and prospects within the designated district 

Bilingual French / English skills required

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