•Licensed to sell Mutual Funds and 3-5 years industry experience.
•Licensed with IIROC as a Registered Representative OR if not currently licensed: •Successful completion of the Canadian Securities Course (CSC) within the last 3 years prior to commencing in FP role;
•Successful completion of the Conduct & Practice Handbook (CPH) within the last 2 years or must be completed within first 90 days in the role.
•Completion of the Certified Financial Planner designation within the first 24 months in the role.
•Professional team player with excellent relationship management skills, both internally and externally.
•Demonstrated ability to gather assets.
•Excellent communicator both verbally and written with proven presentation skills.
Please Note: This company is only accepting applications from Canadian residents
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