Financial Advisor/assistant

Toronto, ON, Canada

Job Description


Are you eager to begin a fulfilling career in finance? We\'re looking for a dedicated individual to join our team as a Financial Advisor in Toronto. This role offers valuable training and mentorship from experienced professionals in the industry.
What We Offer:
Comprehensive Training: Receive thorough instruction to build your skills and confidence in financial analysis and planning.
Experienced Mentorship: Learn from seasoned professionals who will guide you as you navigate your new role.
Responsibilities:
Financial Analysis: Gather and analyze data to support client financial plans.
Personalized Planning: Assist in creating tailored financial strategies to help clients meet their unique goals.
Tax Strategies: Collaborate with clients to develop tax-efficient plans and strategies.
Asset Management: Support clients with portfolio analysis and investment recommendations.
Flexibility: Work with clients on a schedule that accommodates their needs.
Strategic Support: Contribute to the development and implementation of financial strategies.
Requirements:
Communication Skills: Strong verbal and written communication skills are essential.
Technical Skills: Proficiency in Microsoft Excel, PowerPoint, and relevant software.
Numeracy: Comfortable with financial calculations and analysis.
Passion for Success: Motivated to help others achieve their financial objectives.
Qualifications:
Education: Bachelor\'s degree in Business Administration, Finance, Economics, or Accounting preferred.
Analytical Abilities: Strong analytical skills and attention to detail are required.
Teamwork: Ability to work both independently and collaboratively.
If you\'re ready to start your career in finance and make a difference in clients\' lives, we want to hear from you.
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Job Detail

  • Job Id
    JD2323870
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Toronto, ON, Canada
  • Education
    Not mentioned