Overview
Wealth Advisor Financial Services Focus Jobs in Halton Hills, Canada at Royal City Recruitment
Position: Wealth Advisor with Financial Services Focus
Location: Halton Hills
Elevate your career as a Wealth Advisor while providing high-quality financial services at a competitive compensation range of $60,000 – $75,000+ with commissions. Focus on client relationships and promote Wealth & Life products.
As a Financial Services Representative, you’ll deepen relationships with clients through dedicated advice and compliant sales practices. You will actively engage prospects, conduct needs analyses, and build a robust sales pipeline. Your efforts will center on driving company growth through investments and new client accounts.
Key Responsibilities:
• Develop client-centric investment services including segregated and mutual funds
• Engage with prospects to build a strong sales pipeline
• Conduct needs analyses and document client financial goals
• Review investment plans to identify additional asset opportunities
• Participate in events to enhance agency visibility
Requirements:
• Minimum of three years in financial services
• Post-secondary education in a related field
• Life License and Mutual Funds License required
• Working towards Financial Planning designation is essential
• Valid driver’s license and personal vehicle required
Bring your expertise in investment and client relations to boost growth as a Wealth Advisor.
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Title: Wealth Advisor Financial Services Focus
Company: Royal City Recruitment
Location: Halton Hills, Canada
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