Financial Planner
Location:
Toronto, ON
Description:
Diefen Recruitment Firm Financial Planner Description This position reports to the Manager, Investment and Financial Planner. Main challenges -Increase the profitability of the portfolio assigned to you by offering sales advisory services regarding financial solutions in line with the profiles and needs of clients, as well as cross-selling services -Act as an expert for the work team -Apply processes and procedures in order to properly analyze client needs and, together with clients, decide on an integrated and profitable financial strategy -Direct the implementation of action plans by involving various specialists from the Bank and its subsidiaries -Ensure the rigorous follow-up of portfolios and establish frequent contacts with clients in order to monitor their evolving needs, and adapt already proposed financial solutions in order to ensure quality customer service -Help identify the business potential of clients assigned to you and clients who are not Requirements - Completed bachelor's degree, relevant to the function and 2 years relevant background or any other relevant equivalence - Holder of a professional designation as a financial planner (CFP, IQPF, CSC) - Sales background with personal objectives to reach - Customer service background - Background in an advisory role - Background in business development - Background in portfolio management - Knowledge of financial products and services, an asset - English (spoken and written) XXXX@diefenrecruitment.com Send your resume to XXXX@diefenrecruitment.com to apply for this job
Education/experience:
2 To 5 Years
Company:
Diefen Recruitment Firm
Industry:
Accounting & Finance
Posted:
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More About this Listing: Financial Planner
Financial Planner is a Accounting & Finance Financial Planner Job at Diefen Recruitment Firm located in Toronto ON. Find other listings like Financial Planner by searching Oodle for Accounting & Finance Financial Planner Jobs.
Financial Planner is a Accounting & Finance Financial Planner Job at Diefen Recruitment Firm located in Toronto ON. Find other listings like Financial Planner by searching Oodle for Accounting & Finance Financial Planner Jobs.