Unit Corporation
Client-Focused Investment Advisor Role
Job Description
Join the CFMWS team as an Investment Advisor dedicated to providing exceptional investment solutions for CAF members. Bring your expertise in financial planning to enhance their investment portfolios.
This position, reporting to the District Manager, requires a deep understanding of budgeting, cash flow management, and mutual fund investments. Build strong client relationships and develop targeted strategies to support financial security and long-term planning.
Key Responsibilities:
• Manage personal business plans for effective client relationships
• Analyze and recommend investment solutions based on needs
• Present financial plans to deepen client engagement
• Work with management on business development strategies
• Conduct follow-ups to ensure client satisfaction
Requirements:
• Diploma in Business Administration or related field
• Successful completion of the Canadian Securities Course (CSC)
• Registered to sell Mutual Funds (MFDA/AMF)
• Experi...
This position, reporting to the District Manager, requires a deep understanding of budgeting, cash flow management, and mutual fund investments. Build strong client relationships and develop targeted strategies to support financial security and long-term planning.
Key Responsibilities:
• Manage personal business plans for effective client relationships
• Analyze and recommend investment solutions based on needs
• Present financial plans to deepen client engagement
• Work with management on business development strategies
• Conduct follow-ups to ensure client satisfaction
Requirements:
• Diploma in Business Administration or related field
• Successful completion of the Canadian Securities Course (CSC)
• Registered to sell Mutual Funds (MFDA/AMF)
• Experi...