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Unique opportunity for a Financial Advisor to join a successful, innovative, and growing financial practice in London, Ontario. If you are passionate about helping people reach goals and enjoy working in a team environment and have an “entrepreneurial” attitude this may be the place for you.

This opportunity includes a fully furnished office space in a central location downtown with free parking, full administrative and technical support, and exponential future opportunities within the firm. The successful candidate will possess a high level of professionalism, advanced communication skills, in-depth understanding of cash flow and financial planning and a solution focused, progressive mindset.

As a Financial Advisor your responsibilities will include client relationship management of new and existing clients, financial planning, networking, and relationship building. These responsibilities require strong analytical skills and a keen desire to work with people.

Main Responsibilities:

• Works with new and existing clients to develop and review financial plans.
• Develops and delivers seminars and workshops on financial planning topics such as retirement planning, investment planning and other related topics.
• Networks and participates in community associations and events.
• Consults and collaborates with team to develop and execute innovative systems and approaches.

Qualifications:

• Mutual Fund & Life Insurance Licensed (or willing to obtain within 3 months of hire)
• 2+ years of experience working in the financial services industry
• Possesses excellent mathematical reasoning skills, with high attention to detail
• Experience with financial planning tools & software
• Excellent Proficiency with Microsoft Office Suite

Core Competencies:

• Excellent knowledge of the financial services industry and a passion for helping people reach their goals.
• Strong understanding of value-based, consultative approach
• Ability to network, generate and acquire new client leads
• Strong service orientation — proactively looking for ways to help people and always putting the needs of the client first
• Excellent communication and interpersonal skills
• Team orientation

 

Buss Financial Group Inc. is an equal opportunity employer and value diversity. We thank all Applicants, however, only those under consideration will be contacted.

 

Apply Here