JOB SUMMARY

We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals through personalized strategies and solutions. You will analyze clients’ financial situations, develop tailored plans, and offer ongoing support to ensure their financial well-being.

SKILLS

• Minimum 5 years experience as a licensed Financial Advisor
• Life Insurance licensed would be an asset
• Knowledge of Financial Services industry standards and regulations.
• Strong Math skills for accurate calculations and financial analysis.
• Exceptional communication skills for building relationships with clients and explaining both simple & complex concepts clearly.
• Ability to work independently as well as part of a team in a fast-paced environment.
  Job Types: Full-time, Permanent
  Pay: $60,000.00-$85,000.00 per year

Benefits:

• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Vision care

Work Location: In perso

• Assess clients’ financial needs and objectives through comprehensive consultations.
• Develop customized financial plans that align with clients’ goals, including investment strategies, retirement planning, and cash management.
• Conduct thorough research on market trends and investment opportunities to provide informed recommendations.
• Monitor clients’ portfolios and make adjustments as necessary based on performance and changing market conditions.
• Maintain accurate records of client interactions and transactions to ensure compliance with industry regulations.
• Provide ongoing education to clients about financial products, services, and market conditions.