Financial Advisor

Permanent posted 3 months ago

Job Description


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.


  • 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.


  • 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.


  • 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.