Job Order Detail

Description

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit for a Financial Advisor, based in Saskatoon.
Our client prides themselves on taking a comprehensive approach to meet the needs of their clients, they handle everything with respect to investment and retirement planning. Currently, our client seeks a talented Financial Advisor for their Saskatoon branch. To be successful in this role, you must have an excellent understanding of financial services and products and have superb relationship building ability.

The Role:
Maintain and grow client base; recognize new opportunities for growth
Provide clients with personalized financial options, specific to their needs
Provide knowledgeable financial advice and services to clients, helping them to achieve their financial goals
Help build and maintain our clients brand as being a premier financial institution by providing exceptional customer care
Be an active contributor to the effective functioning of the team and the company culture
The Ideal Candidate:
Minimum 2+ years experience in financial planning/financial advising
Completion of CSC
University degree in Business Administration, Commerce, or equivalent
Able to register with industry regulators
Possess, or are able to obtain courses such as Conduct and Practices Handbook (CPH), Professional Financial Planning Course (PFPC), or Wealth Management Essential Course (WME), and the CFP designation
Excellent knowledge of financial products and services; excellent analytical ability and critical thinking skills
Natural sales inclination and ability to successfully foster and maintain client relationships
Driven and proactive, with a 'go-getter' attitude
Excellent verbal and written communication skills
Proven track record of sales; results-driven