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Senior Financial Advisor


Job details:

Founded in 1993, Winvest Financial is a team of financial professionals who create unique solutions to suit the needs and desires of their clients. Over the years, their company has continued to implement the best strategies to adapt to the changing world and the ever-changing needs of their business clients.
 
As an independent firm, Winvest Financial has relationships with numerous companies which allow them to provide customized financial solutions along with more flexible investment options to their clients.  From alternative RSP investment solutions to business insurance and charitable gifting strategies, they are committed to bringing their clients unique products, outstanding service and sound financial advice.

 

The Opportunity:

Reporting to and supporting the President & CEO, the Senior Financial Advisor will:

·         Conduct thorough review of clients’ financial circumstances; recommend appropriate financial strategies and assist in making informed decisions

·         Work collaboratively with Winvest management to ensure wealth management clients experience superior customer service and have their financial needs met

·         Liaise with our external partners to create customized solutions tailored to our client needs

·         Adhere to a high standard of business practice

·         Maintain and nurture existing customer relationships

·         Develop and implement strategies for expanding the company’s customer base

 

Requirements:

·         Post secondary education (or equivalent work experience)

·         Minimum 5 years sales experience in the Canadian financial services industry

·         Related industry designation such as CFP, CSC, FMA, CGA or CA

·         Business development aptitude and entrepreneurial spirit

·         Outstanding interpersonal skills with a strong work ethic

·         Strong business and sales networks

·         In-depth knowledge of sales techniques and customer management

·         Valid Driver's License and vehicle required 

 

If you would like more information about this position, please contact Gail Eckert, Senior Consultant, Legacy Bowes Group at (204)934-8828.  If you believe you can make a strong contribution to Winvest in the role of Senior Financial Advisor, please submit your resume in confidence to gail@legacybowes.com quoting #123262.

 



To apply for the Senior Financial Advisor job at Legacy Bowes Group , send your resume to Gail Eckert at gail@legacybowes.com
Don't forget to mention "Winnipeg Job Bank" or "WJB" when applying

Company Name

Legacy Bowes Group

Posted By

Gail Eckert
gail@legacybowes.com

Job Category

Post Date

September 29, 2012 (Long time ago)


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