Join our dynamic team as a Personal Finance Advisor and leverage your expertise in a hybrid working environment. Drive client success by developing tailored financial strategies.
We seek a qualified candidate with a Bachelor's degree and 3 to 5 years of experience in financial planning. In this role, you will advise on investments, analyze financial data, and develop plans to meet clients’ goals. Your recommendations will cover a wide range of financial topics including cash management and estate planning.
Key Responsibilities:
• Advise on investments for trust accounts
• Identify and understand clients’ financial goals
• Analyze comprehensive financial records
• Develop strategic financial plans for clients
• Make informed recommendations on investments and insurance
Requirements:
• Bachelor’s degree or relevant experience
• 3 to 5 years in financial planning industry
• Experience with desktop publishing software
• Authorization to work in Canada