Opportunity Description
Financial Planner
Join our team as a Financial Planner. You will empower mass‑affluent clients through holistic financial planning and advice, building long‑term relationships and driving business growth.
Location
Trenton, Ontario, Canada
Hours
37.5 hours per week
Compensation
$60,000‑$70,000 CAD base salary, plus commission. Salary may vary based on experience, skills, and location credit.
Responsibilities
- Partner with clients to understand life and financial objectives, conduct in‑depth reviews, and provide ongoing support.
- Analyze data to develop recommendations, evaluate program effectiveness, and identify improvement opportunities.
- Collaborate with team to meet shared goals and enhance client experience.
- Monitor productivity and service delivery, champion continuous improvements.
- Stay informed on industry best practices and emerging trends.
Interested in this opportunity? Apply now through Expertini.
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