Elevate your career as a Financial Advisor with a reputable firm in Winnipeg. This hybrid role focuses on client relationship management and financial strategy development.
As a Financial Advisor, you'll work closely with experienced planners to support existing clients and grow the practice. Your responsibilities include managing client relationships, conducting follow-ups, preparing financial plans, and onboarding new clients. You will also help identify business opportunities and support marketing initiatives while ensuring compliance with industry standards.
Key Responsibilities:
• Support Senior Advisor with client relationships
• Conduct regular client check-ins and follow-ups
• Participate in client meetings and prepare reports
• Assist in onboarding new clients and gather KYC information
• Help analyze financial situations and propose solutions
Requirements:
• Post-secondary education in Finance or related field
• LLQP License for insurance sales r...