Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

We have an exciting in branch opportunity for the right fit in Quispamsis NB.

Advantages

Full time role with a growing company

Growth potential

Monday to Friday role

Competitive Salary

Responsibilities

With a focus on relationship management, advice and business development, you will:

Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services

Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices

Contribute to team and department goals while strengthening customer service and dedication

Monitor service, productivity and assess efficiency and implement continuous improvements

Be knowledgeable of best practices and procedures and stay ahead of emerging trends

Acquire and apply expertise, provide mentorship, assistance and direction to others

Maintain a culture of risk management and control, supported by aligned risk appetite

Participate fully as a member of the team, support a positive and service-oriented work environment

Qualifications

University Degree and/or 3-5 years industry experience

Canadian Securities Course (CSC) required

IIROC license preferred (required within first 90 days in role)

Complete Conduct & Practices Handbook (CPH) within first 90 days in role

Complete Wealth Management Essentials (WME) within first 30 months in role

Achieve Certified Financial Planner designation within first 2 years in role

Deep understanding of the industry, competitive landscape and economic market issues

Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Summary

Please apply in one of these ways:

apply here directly

send your resume to atlantic.staffing@randstad.ca , with the job title in the subject line

text 902-237-8570 and let us know which job you are wanting to apply for (with your name)

We have jobs in all of the Atlantic Provinces (New Brunswick, Nova Scotia, Prince Edward Island, and Newfoundland and Labrador.) so don't hesitate to send your friends!

**You must currently live ior around Quispamsis , NB, this is an in-person role**

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.