Job Description

Overview

We are seeking a dynamic and motivated Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients, assisting them in making informed decisions to secure their financial futures.

Responsibilities

Conduct in-depth financial analysis and develop personalized financial plans for clients Provide recommendations on investments, insurance, and other financial products based on clients' needs Assist clients in managing their cash flow effectively Stay updated on financial market trends and conduct research to support investment decisions Collaborate with clients to monitor and adjust financial plans as needed Educate clients on financial strategies and investment opportunities Maintain accurate records of client interactions and transactions

Skills

Strong understanding of cash management principles Knowledge of financial services and products Excellent research skills to analyze market trends and investment opportunities Proficiency in math for conducting financial calculations Ability to communicate complex financial information clearly and concisely Attention to detail and strong organizational skills Previous experience in accounting or finance is a plus
Type d'emploi : Temps plein

Remuneration: 50000,00$ a 150000,00$ par an

Avantages:

Stationnement sur place
Experience:

Investissement: 5ans (Obligatoire) Services financiers: 5ans (Obligatoire) Gestion de la relation client: 5ans (Obligatoire)
Langue:

Anglais (Obligatoire) Francais (Obligatoire)
Permis/certificat:

Canadian Securities Course (Obligatoire) Investment Funds in Canada(IFIC) (Obligatoire)
Lieu du poste : En presentiel