Financial Consultant



  • Accounting & Finance
  • Job Code: 9P657203510
  • Posted: May 10, 2018
David Aplin Group, one of Canada's Best Managed Companies has partnered with our client to add a Financial Consultant to their team.

  • Reporting to the Regional Manager, you will assist clients in achieving their personal financial goals
  • Ensure retention of clients through strong relationship building and development of comprehensive financial plans
  • Identify and develop new opportunities to prospect and grow the client base
  • Have a complete understanding of compliance with all industry regulations, ensuring accurate administration of all client transactions and compliance requirements
  • Participate in facilitating seminars and information meetings as well as implement marketing strategies to provide proper advice and information to clients
The Ideal Candidate:
  • Has a breadth and depth of core financial products and a high-level of comfort and confidence in presenting information to clients. 
  • Has the ability to quickly and clearly understand the client’s perspective which in turn directly influences your choice of strategies and products and how you present them to clients. 
  • Exceptional interpersonal skills to build rapport with and influence your clients and understand the critical importance of client trust. 
  • A rapid responder – what’s urgent for your client is also urgent for you. You make ‘getting things done’ a priority. 
  • 3-5 years’ experience as a Financial Advisor
  • University degree in business, commerce or financial planning
  • IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90 day training. 
  • Life License (LLQP) 
  • Wealth Management Essentials (post-licensing requirement)
If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Angela Degelman, Managing Consultant, Aplin Accounting & Finance. We thank all applicants; however, only those selected for an interview will be contacted.  #LI-SAS


If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly 4 decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!

Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at



Angela Degelman

Accounting & Finance


Managing Consultant

  • 306.665.1386

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