Financial Advisor Listing Directions Career Opportunities

Financial Advisors

Summary:

The successful candidate will be responsible for building, acquiring and retaining clients by establishing strong customer service relationships using a client focused approach. We are looking for those who are self-motivated, sales-orientated and enjoy working independently.

Responsibilities:

  • Develop client relationships with both existing and new clients through referrals, leads and prospecting.

  • Help clients to determine financial and investment objectives.

  • Be familiar with financial product offerings to suite a variety of objectives and risk levels.

  • Educate and give advice to clients on investment options.

  • Remain current with industry trends and be compliant.

    Qualifications:

  • Licensed to sell mutual funds (successful completion or CIFC or CSC)

  • Completion of additional financial planning related designations and /or courses (i.e. CFP, PFP) considered a definite asset.

  • Being energetic and enthusiastic, candidates must have a strong work ethic, be client focused along with a business development attitude.

  • Excellent communication and interpersonal skills.

  • Candidates will be required to arrange appointments with clients on their terms. (Weekend and evening work can be expected.)

    Please submit your resume to Ekta Chauhan via e-mail at ekta@shahfinancial.ca or via fax at 416-298-9759.

    Download Hard copy of position.

    Insurance Agents

    Currently recruiting Insurance Agents. Please email us at slib@shahfinancial.ca for further information.