Financial planner

Location: Ottawa, Ontario
Date Posted: 15-09-2017
  • Create and follow a business plan that aligns with your personal and company objectives
  • Develop a sales strategy to identify your objectives
  • Maintain all necessary licenses and registrations that enable you to distribute investors group products and services
  • Develop and implement a marketing plan to identify and approach potential clients
  • Network in your community and develop centres of influence
  • Execute promotional activities that will help grow your business
  • Maintain your Certified Financial planner (CFP) designation
  • Participate in internal and external training programs, conferences and seminars
  • Must have previous experience in Sales (Financial, Accounting, Banking, insurance, Sales)
  • Must have a book of business and a network in the Ottawa community
  • Having a CFP – Certified Financial Planner Certification Mutual Funds course and a LLQP (Life license Qualification Program)
  • is a plus
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