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Monthly Salary:
Posted on:
21 days ago
Vacancies:
1 Vacancy
Job Summary
Senior Financial Consultant Kingston ON
Full-Time Established Advisory Practice Equity Path
As a Senior Financial Consultant you will play a pivotal role within an established advisory practice that has served clients in Kingston ON fornearly 30years. You will thrive in an entrepreneurialclientfocusedenvironment that offers industry-leading trainingstrong support and meaningful opportunities for long-term professional and financial growth.
This full-time role is ideal for an experienced financial advisor looking for thenext levelthe opportunity to transition an existing client base into a high-performing practice deepen planning relationships and directly influence the continued growth of a well-established client-centric wealth management business. High performers will have a clear path to equity ownership within the practice.
If you are a driven strategic andrelationshiporientedprofessional with a passion forhighnetworthplanning and business development this opportunity is built for you.
What You Will Do (Day-in-the-Life)
- Deliver comprehensive and advanced financial planning solutions using industry-leading planning tools.
- Lead business development efforts and execute targeted marketing and outreach strategies.
- Identifyand pursue newhighnetworthbusiness opportunities.
- Build client relationships through external prospecting referrals and introductions from centres of influence.
- Conduct planning-focused meetings with prospective and existing clients to present strategies uncover opportunities and deepen engagement.
- Manage daily client interactions respond to inquiries execute trade instructions and provide guidance on products services and planning strategies.
What You Bring
- Minimum5 years of financial services experiencewith proven success managing client relationships.
- CIRO licensingcompleted.
- LLQPcompleted or willingness to obtain.
- A financial planning designation (e.g.CFP QAFP PFP) is an asset.
- Demonstrated ability to attract new business and build lasting client and COI relationships.
- Strong communication strategic thinking and interpersonal skills suited to working withhighnetworthclients.
Benefits & Compensation
- Highly competitive base compensation with significant performance-based bonuses and comprehensive benefits.
- Earnings potential of$125000 to $200000 depending on assets transitioned and overall performance.
- Entrepreneurial culture withstrong support professional development and autonomy.
- Clear merit-based pathway toequity ownershipwithin the practice.
- Opportunity to work in ahighgrowthhighnetworth-focused environment.
Required Experience:
IC
Key Skills
- Terraform
- Arm
- Legal Drafting
- Litigation
- HIPAA
- Intellectual Property Law
- Acquisitions
- Securities Law
- Employment & Labor Law
- Customer relationship management
- Creative Writing
- Writing Skills
About Company
Améliorez votre avenir avec l'aide d'un conseiller financier d'IG Gestion de patrimoine. Nos experts en gestion du patrimoine offrent des services de planification financière aux Canadiens depuis 1926.
