Description

• Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
• Engage with new and existing clients to understand their long-term and short-term financial goals and objectives.
• Present customized financial recommendations, offer investment advice, and complete sales.
• Network regularly with existing clients and prospects/referrals to build and grow the practice.

Key skills or attributes

• Knowledgeable and well-informed
• Excellent communicator
• Relationship builder
• Entrepreneurial

Salary range:
$50,000 – $100,000

This salary range may be exceeded by earnings from commissions and fees.

Recommended courses:
Canadian Investment Funds Course (CIFC)
Ethics and Professional Conduct Course (EPC)
Exchange-Traded Funds Course