business developmentinvestmentsclient serviceportfolio managementlendingfinancial advisingcommunity connections
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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В Company hidden обязанности финансового планировщика описаны ясно, а среди условий есть льготы и пенсионный план с установленными выплатами. При этом работа полностью офисная и включает продажи и активности в местном сообществе.
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Работа в офисеФокус на продажахНадёжный соцпакетЧёткие требования
Оценка от Hirify AI
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Financial Advisor CIRO-ID (Financial Planning/Investments): Managing and growing a dedicated client portfolio through relationship management, comprehensive financial planning, and investment advice with an accent on personalized client solutions and business development. Focus on building new client relationships, using credit and investment solutions, and creating opportunities through local community involvement.
Location: On-site full-time at the London-780 Hyde Park Road banking centre, with flexibility to work at multiple banking centres within a reasonable travel distance; banking centre hours may include evenings and weekends.
Company
hirify.global is a relationship-oriented bank providing financial planning, investment, credit, lending, and client banking services.
What you will do
Manage and grow a dedicated client portfolio through relationship management and exceptional client service.
Create comprehensive financial plans and provide personalized investment advice using hirify.global tools.
Engage new and existing clients, understand their goals, and build lasting relationships.
Develop local-market sales plans, convert leads, and use credit and investment solutions to generate referrals and business results.
Attend local events and participate in marketing and outreach activities to strengthen community connections.
Requirements
Postsecondary degree or diploma and/or 4 years of relevant experience.
Current accreditation and good standing as a Registered Representative with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID).
Personal Financial Planner (PFP), Certified Financial Planner (CFP), or Qualified Associate Financial Planner (QAFP) designation.
Client-first approach, strong relationship-building and networking skills, and the ability to deliver results.
Ability to work banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance.
Legal eligibility to work at the specified location; a valid work or study permit may be required.
Culture & Benefits
Competitive salary and incentive pay, with banking benefits and a benefits program subject to plan terms.
Defined benefit pension plan and employee share purchase plan, subject to plan terms.
Vacation offering, wellbeing support, and a social points-based recognition program.
Employee development opportunities, including a paid Purpose Day for personal growth and development.
Inclusive and accessible candidate and workplace environment.
Hiring process
An attribute-based assessment and other skills tests, such as simulations or French proficiency testing, may be required.
Artificial intelligence tools may be used during recruitment.
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