Accelerate your career as an Investment Development Specialist in Wealth Management, collaborating remotely. Utilize your skills in financial planning and client relationship management to drive investment growth.
In this role, you'll partner with mortgage specialists and lead client meetings to provide tailored financial recommendations. Your efforts will enhance business growth through building a strong referral network while advising clients on various investment products. The environment fosters continuous development, empowering you to master your expertise.
Key Responsibilities:
• Collaborate to propose integrated investment solutions
• Lead client meetings and assessments
• Develop a strong external referral network
• Deliver customized financial plans for clients
• Counsel clients on retirement planning and taxes
Requirements:
• Degree or diploma in finance or related field
• Demonstrated experience in business development
• Robust understanding...