Financial Advisor
posted 5 months agoJob Description
INDUSTRY: Banking
SUMMARY:
Are you a passionate and experienced Financial Advisor? Merit Services is looking for a Financial Advisor for it’s client in Mississauga. Financial Advisor, you will bring a solid foundation in financial planning and investment management, coupled with a proven track record of delivering exceptional service to clients. If you’re a results-driven individual with a genuine passion for helping others achieve their financial goals, we would be delighted to hear from you. Join us and embark on a rewarding career where you can make a difference.
RESPONSIBILITIES:
- Provide personalized financial planning and investment advice to clients, tailoring strategies to their unique needs and goals.
- Cultivate and maintain long-term relationships with clients, gaining a deep understanding of their financial aspirations and objectives.
- Recommend and implement appropriate investment strategies, striving to optimize client portfolios and maximize returns.
- Conduct regular portfolio reviews and adapt strategies as needed, ensuring alignment with changing market conditions and client preferences.
- Stay updated with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations.
- Collaborate with internal teams to ensure seamless service delivery and exceed client expectations.
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, or related field.
- Certified Financial Planner (CFP) or equivalent.
- 5+ years of experience in financial planning and investment management.
- Strong understanding of financial markets and investment products.
- Excellent interpersonal and communication skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in financial planning software and tools.
BENEFITS
- Enjoy a highly competitive compensation package and a performance-based reward program, recognizing and rewarding your exceptional contributions.
- Access a comprehensive benefits package that includes health, dental, and vision coverage, prioritizing your well-being and ensuring peace of mind.
- Seize abundant opportunities for career advancement and professional growth, with a clear pathway for developing your skills and achieving your full potential.
- Thrive in an energetic and collaborative work environment, where teamwork, innovation, and mutual support foster a culture of excellence.
- Benefit from employee perks and discounts, enhancing your overall work experience and providing additional value to you as a valued member of our team.
Contact us today to explore new opportunities, or connect with us on LinkedIn for the latest updates.