Financial Consultant CIRO-ID at Jobgether in La Cañada Flintridge, CA

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Financial Consultant CIRO-ID in Canada.

This opportunity is ideal for a relationship-driven financial professional who is passionate about helping clients achieve their long-term financial goals through personalized advice and exceptional service. Working within a collaborative and client-focused environment, you will support high-value clients by providing tailored financial planning recommendations and investment guidance. The role combines relationship management, financial expertise, and consultative sales in a modern remote-first setting that promotes flexibility and professional growth. You will engage with clients daily, deepen existing relationships, and identify opportunities to deliver impactful financial solutions. With access to innovative tools, ongoing development opportunities, and a supportive team culture, this role offers the chance to make a meaningful impact while advancing your career in financial services.

Accountabilities:

• Deliver personalized financial advice and planning support tailored to clients’ short-term and long-term financial objectives.
  • Build, strengthen, and retain client relationships by developing a deep understanding of individual financial situations and goals.
  • Engage with new and existing clients daily to identify opportunities for investment solutions, asset consolidation, and financial growth.
  • Provide trusted recommendations across a range of banking and financial products while maintaining a high standard of client service.
  • Complete financial transactions and sales activities accurately while ensuring compliance with regulatory, legal, and anti-money laundering requirements.
  • Utilize strong product knowledge and financial expertise to support informed decision-making and enhance the client experience.
  • Contribute to continuous improvement initiatives by identifying opportunities to optimize processes, efficiency, and client satisfaction.
  • Collaborate effectively with internal teams to support business objectives and maintain operational excellence.

Requirements:

    - Current CIRO-ID licensing in good standing is required.
    - For Quebec-based candidates, AMF licensing and completion of the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) are required.
    - Registered Retirement Consultant (RRC) designation is considered a strong asset.
    - Previous experience in financial consulting, investment advisory, banking, or client relationship management.
    - Strong knowledge of financial planning principles, investment products, banking services, and regulatory compliance standards.
    - Excellent communication, relationship-building, and consultative sales skills.
    - Ability to manage multiple client interactions while delivering a high-quality customer experience.
    - Comfortable working independently in a remote environment with strong organizational and time-management skills.
    - Strong analytical thinking and problem-solving abilities.
    - Ability to maintain professionalism, accuracy, and attention to detail in a fast-paced environment.
    - Must meet remote work program requirements, including a private workspace and reliable wired high-speed internet connection.

Benefits:

        - Competitive salary with performance-based incentive opportunities.
        - Comprehensive health and wellness benefits program.
        - Retirement and pension savings plans.
        - Employee share purchase program and banking-related benefits.
        - Generous vacation package and paid personal development days.
        - Flexible remote-first work environment with occasional on-site collaboration.
        - Ongoing career development, learning, and growth opportunities.
        - Recognition and wellbeing programs designed to support employee success and engagement.
        - Inclusive and collaborative workplace culture focused on trust, accountability, and teamwork.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1