Job Description

Job Summary

We are seeking a knowledgeable and motivated Investment Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them make informed investment decisions. You will leverage your expertise in financial services to develop personalized investment strategies that align with clients' goals and risk tolerance. The ideal candidate will possess strong analytical skills, a solid understanding of cash management, and a passion for research in the financial markets.

Duties

Assess clients' financial situations and investment objectives to create tailored investment plans. Conduct thorough research on market trends, investment opportunities, and economic factors that may impact clients' portfolios. Provide ongoing support and advice to clients regarding their investments, including performance reviews and adjustments as needed. Monitor client accounts and ensure compliance with regulatory requirements and internal policies. Collaborate with other financial professionals to deliver comprehensive financial services to clients. Prepare detailed reports and presentations for clients to illustrate investment performance and strategy effectiveness.

Skills

Strong background in Accounting principles and practices. Proven experience in Financial Services with a focus on investment consulting or advisory roles. Proficiency in Cash Management techniques and strategies. Excellent Research skills with the ability to analyze complex financial data effectively. Strong Math skills, enabling accurate calculations and assessments of financial scenarios. Exceptional communication skills, both verbal and written, to convey complex information clearly to clients. Ability to build strong relationships with clients while maintaining professionalism and integrity. Join us as an Investment Consultant where you can make a significant impact on our clients' financial futures while advancing your career in a supportive environment!
Job Type: Part-time

Pay: $20.00-$100.00 per hour

Expected hours: No less than 10 per week

Work Location: Hybrid remote in Mississauga, ON