Financial Advisor

 

We are looking for a candidate who is interested in financial advisory business. You will need to observe your client’s financial situation, needs and goals. You will need to advice your clients the correct direction to fulfill their needs and goals. You will also need to follow up your client’s portfolios and update them frequently to ensure your clients can achieve their goals successfully.

 

As a Financial Advisor, you will interact with clients and advice them on different areas like:

·         Insurance Planning

·         RRSP/TFSA/RESP Taxation Efficiency Solution

·         Investment Portfolio

·         Estate Planning

 

Qualification

·         Certified Financial Planner (Preferred)

·         Investment Funds Institute of Canada / Canadian Securities Course (Preferred)

·         Completion of LLQP (Preferred)

·         5 years experience in sales and marketing

·         2 years experience in financial advisory related position

·         Have own vehicle (Preferred)