Returning Candidate?

Financial Advisor (RESP)

Financial Advisor (RESP)

Job Category  
Finance
Primary Job Location  
CA-ON-Toronto
Job Type 
Full Time

More information about this job

Job Description

Global and its associated companies are a dynamic group of integrated financial services firms, which are focused on serving the needs of Canadian individuals, families, and businesses. Since 1998 Global family of companies and its associated companies have been offering industry leading financial products and services to Canadians coast to coast with a focus on our clients’ satisfaction. Global family of companies is a dynamic organization and our businesses are unique and diverse, just like the people that we are looking for to build the future of these companies with. Our core values of trust, empowerment, diversity, respect, excellence, achievement and entrepreneurship focuses on reaching the full potential of our associates.

 

Global offers clients a wide array of financial solutions to meet their needs, including education savings plans, life and disability insurance, and investments in mutual funds, securities, fixed income, and other financial products.

 

Global is a large, independent, full-service financial firm with over $3 billion in assets under administration and management. With 18 years of investment experience and offices across Canada, our mission is to continue to cultivate our organization of qualified professionals as well as expand our product offerings in order to meet and exceed our clients’ needs.

 

We are expanding quickly, and we’re looking for motivated, mature, self-driven individuals to join our winning team!

Our Financial Advisors come from a variety of backgrounds and diverse cultures with one thing in common – a strong desire to help others and to build a successful career.

 

Job Description

 

Financial Advisors are given the opportunity to work with, and expand upon, an existing client portfolio while offering our industry-leading financial products and services to enrich our clients' financial future. Training and mentoring are provided with a focus on career growth potential within the company. Financial Advisors will specialize in offering the RESP (Registered Education Savings Plan) to Canadian families to help them better prepare for their children’s education and future.

 

Today the demand for financial advice is increasing. With new development of complex investment products & more competitive product options available, client’s reliance on the expertise of financial advisors to help make  informed decisions is increasing. Clients continue to prefer holistic financial advice & more fulsome face-to-face interaction when making investment decisions.

  • Helping Canadian families to secure government grants for Education.
  • Financial Advisors will specialize in offering the RESP (Registered Education Savings Plan) to Canadian families to help them better prepare for their children’s education and future.
  • Prospect new business: identify new & untapped client bases
  • Develop a plan to connect with potential clients, build new referral sources & generate referrals from existing clients
  • Understand & analyze client’s financial & their kid’s education goals. Develop appropriate financial planning strategy.
  • Analyze information on financial products & market trends to be able to provide informed advice on product best suited to individual client needs.
  • Maintaining a book of business by continually nurturing existing client relationships

 

Qualifications

  • 1-2 years of work experience in client relationships and client services
  • Able to work independently with minimal supervision
  • Results oriented with proven records
  • Exceptional interpersonal communication skills
  • Relationship oriented career focus
  • University degree or college degree in Economics or Finance preferred
  • IFIC, CSC, or LLQP license an asset

 

Requirements

  • Must be able to work at least 25 hours per week
  • Must be legally able to work in Canada
  • Must have a valid Ontario driver’s license and personal transportation

 

Benefits of working with Global family of companies

  •  An entrepreneurial environment
  • Rewards and Recognition Program, including travel opportunities
  • Exceptional in-house training provided for RESP Licensing
  • Mentorship and support
  • Marketing Support
  • Client Services Support
  • Web based interface
  • Control over your own success
  • Flexibility and independence
  • Option to opt for quality leads
  • Support to develop integrated financial advisory practice

 

Career Path

 

Financial advisors can progress through sales management pathways.

 

Sales representative à Sales Manager à Branch Manager à Agency Director

 

Compensation:

This position provides significant upward mobility to earn up to $50000 in the first year