Retirefrctiist Ave Financial Management

Toll Free 1-877-314-5553

Employment Opportunity:

 

Retire First Ltd is looking to grow their full service investment team and is searching for qualified investment advisors and portfolio managers to join their team. Retire First Ltd. is the best place for you to grow your business as we offer unparalleled access to products, research and the highest pay-outs in the industry.

Working from Red Deer, Alberta, you will be supported by a sophisticated team of wealth management specialists, who will help you provide your clientele with the best investment experience possible while helping you achieve your business goals. Retire First Ltd. offers an environment for you to build your business with your unique skill sets while providing you the flexibility for your lifestyle.

Accountabilities:

Relationship and portfolio management

Proactively establish, develop and maintain strong client relationships through regular contact and by providing timely, value added information, advice and recommendations.

Keeping abreast on market conditions and analyzing marketing trends to be applied to client portfolios.

Providing excellent customer service to your cliental by returning calls promptly, following up on commitments and resolving problems in a timely manner.

Ensure the suitability of client recommendations based on the Know Your Client information by ensuring it is up to date and accurate.

Sales-oriented, self-motivated, responsible and empathetic.

Enjoy seeking out new clients and building your business through networking and referrals

Self-assured and confident

 

Knowledge/Experience

5 + years as Financial Advisor

Well-developed sales and relationship skills proven by an established cliental.

Analytical- Ability and knowledge required to complete portfolio reviews.

A solid understanding of the investment market and products to be meet your individual client needs and to compete for business within the current market.

Canadian Security Course, Code and Conducts, Wealth Management as well as up to date on Continuing education.

 

Please contact Scott Loucks with your cover letter and resume at scott.loucks@retirefirst.com

© 2009 Retire First |