Financial Advisor
- Toronto, ON, Canada
- Greater Toronto Area, Canada, Canada
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Job details
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- Posting language
- English
- Posted
Original job description
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- This is commission base opportunity.
Qualifications
- Good to have finance related experience.
- Strong understanding of the investment business
- Excellent interpersonal skills
More about this job
Responsibilities
Provide financial planning support and personalized investment solutions to help clients pursue their long-term financial goals. Support investment professionals in cultivating client relationships, prepare financial plans, and verify their accuracy.
Requirements
Finance-related experience is desirable, along with a strong understanding of the investment business. Excellent interpersonal skills are required.
Skills
- Financial Planning
- Investment Solutions
- Investment Business Knowledge
- Interpersonal Skills
- Accuracy Checking
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Advisor
- Financial Planning
- Investment Solutions
- Long-Term Financial Goals
- Client Support
- Investment Professionals
- Client Relationships
- Financial Plans
- Accuracy
- Finance Experience
- Investment Business
- Interpersonal Skills
- Commission-Based