Financial Advisor

North York (ON) Both (on-site & remote)
Opportunity Number: 2066321
Financial Services & InsuranceFinance & Accounting
LanguageSecurity Clearance
English verbal and writtenNot required
Start PeriodDate Posted
Two weeks +Thursday, November 18, 2021
Job Description

Altis Professional Recruitment is actively recruiting for a Financial Advisor who is interested in joining their growing team in North York! This is a fantastic opportunity for someone who is looking to establish their career in finance and grow in an established company.

Roles and Responsibilities

  • Sales and Business performance
  • Developing internal and external networks
  • Maintain high retention rating with clients
  • Document all calls and emails accordingly, along with results
  • Meet set KPIs
  • Contact existing clients and reviews portfolios to ensure compliance
  • Resolve client problems and escalate accordingly
  • Prepare a compilation of information and distribute it to the client for approval
  • Prepare client asset allocation proposals and modular financial planning projections
  • Regularly attend training sessions and conferences to ensure accreditation requirements are met
  • Stay informed of industry trends and financial market activity

Qualifications and Experience
  • University or College graduate
  • 3-5 years of direct investment sales experience
  • Hold and/or qualify for CSC or IFIC license
  • Working towards a PFP designation or equivalent (WME, CIM)
  • An eagerness and desire to continue to grow and improve
  • Strong problem solving, interpersonal and communication skills
  • Excellent time management skills

    • There is also an incredible vacation and benefits package:
    • Support professional growth (reimbursement)
    • 3 weeks vacation
    • 6 sick days
    • 3 family days emergency (2 paid)
    • Paid exam and study days off with pay
    • Health benefits start as of day one- paid by company
    • Pension after 3 months

Education and Certifications

Minimum education required: College Diploma

We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.

Opportunity Number: 2066321

Similar Jobs

Acccounts Receivable and Collections Clerk



 Two weeks +

Accounting Clerk - short-term contract!




Accounts Payable Manager



 Two weeks +