CA EG Financial Advisor

Responsibilities

Financial Advisors partner with clients to help them achieve their long‑term financial goals, including retirement, building wealth, estate strategies, and funding education. They develop and grow their own practice, supported by client support and home‑office teams. Advisors lead branch teams to serve clients and contribute to the firm’s purpose, focusing on client needs and ensuring ongoing progress toward goals.

Qualifications

• Four years of financial industry work experience OR a university degree or college diploma
• Financial services registration, licensing or certifications preferred
• Experience in sales, business development and/or client acquisition
• Experience in client prospecting
• Ambition, self‑motivation and commitment to establishing long‑term client relationships
• Goal‑oriented with critical thinking skills
• Maturity to serve the investing public
• Analy...