Financial Advisor

posted 2 weeks ago

Job Description


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.


  • 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.


  • 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.


  • 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.