Financial Advisor
Permanent posted 2 months agoJob Description
INDUSTRY: Banking
SUMMARY:
Looking for an exciting and fulfilling career as a Financial Advisor? Look no further than our client in Mississauga. As a Financial Advisor, you will have a strong background in financial planning and investment management, along with a proven track record of providing exceptional service to clients. If you are a motivated individual with a passion for helping others achieve their financial goals, we would love to hear from you.
RESPONSIBILITIES:
- Provide customized financial planning and investment advice to clients.
- Establish and maintain long-term relationships with clients to understand their financial needs and objectives.
- Recommend and implement appropriate investment strategies to optimize client portfolios.
- Conduct regular portfolio reviews and adjust strategies as necessary.
- Stay up to date with industry developments and regulatory changes to ensure compliance with relevant laws and regulations.
- Collaborate with internal teams to ensure seamless service delivery to clients.
- Continuously develop knowledge and expertise in financial planning and investment management.
- Effectively communicate complex financial concepts and strategies to clients.
- Maintain accurate and up-to-date client records and files.
- Participate in business development activities to attract and retain clients.
QUALIFICATIONS:
- Obtained a Bachelor’s degree in finance, accounting, economics, or a related field.
- Certification as a Certified Financial Planner (CFP) or equivalent is required.
- Minimum of 5 years of experience in financial planning and investment management.
- In-depth knowledge of financial markets and investment products.
- Excellent interpersonal, communication, and presentation skills.
- Demonstrated ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in financial planning software and tools is preferred.
BENEFITS:
- Competitive compensation and benefits package
- Comprehensive benefits package, including health, dental, and vision coverage.
- Clear opportunities for career advancement and professional growth.
- A dynamic and collaborative work environment that fosters creativity and innovation.
- Employee perks and discounts, including gym memberships and other incentives.
Contact us today to explore new opportunities, or connect with us on LinkedIn for the latest updates.