Job Description

Overview

We are seeking a motivated and knowledgeable Financial Advisor to join our dynamic team. In this role, you will provide expert financial guidance to clients, helping them achieve their financial goals through tailored investment strategies and comprehensive financial planning. The ideal candidate will possess strong analytical skills and a solid understanding of financial services, cash management, and accounting principles.

Duties

Assess clients' financial situations by gathering relevant information and analyzing their financial needs. Develop personalized financial plans that align with clients' goals and risk tolerance. Provide ongoing advice on investment opportunities, retirement planning, estate planning, and tax strategies. Conduct thorough research on market trends, investment products, and economic conditions to inform client recommendations. Maintain strong relationships with clients through regular communication and follow-up meetings. Stay updated on industry regulations and compliance requirements to ensure adherence in all client interactions. Collaborate with other financial professionals to enhance service offerings and deliver comprehensive solutions.

Qualifications

Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred. Proven experience in financial services or a similar role is advantageous. Strong knowledge of accounting principles and cash management practices. Excellent mathematical skills with the ability to analyze complex data sets effectively. Exceptional research skills to stay informed about market trends and investment opportunities. Strong interpersonal skills with the ability to build rapport with clients and understand their needs. Relevant certifications (e.g., CFP, CFA) are a plus but not required. Join us as we empower individuals to take control of their financial futures!
Job Type: Part-time

Pay: From $30.00 per hour

Expected hours: No less than 10 per week

Work Location: Hybrid remote in Mississauga, ON