Client-Focused Financial Planner & Roadmap Advisor

Jobtailor in Toronto seeks a dynamic financial professional to build long-term client relationships and plan for clients' life stages. You will prepare strategies to attract and connect with new clients and conduct meetings with prospective and existing clients.

Responsibilities include reviewing clients' financial state, building roadmaps, recommending insurance and investment products, and staying current with industry changes through ongoing training and accreditations.