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financial security advisor
Posted on November 06, 2024 by Employer details Lighthouse Wealth Management
Job details
*Job Overview* We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will be responsible for providing expert financial guidance to clients, helping them to achieve their financial goals through personalized investment strategies and comprehensive financial planning. The ideal candidate will possess strong analytical skills, a passion for finance, and the ability to build lasting relationships with clients. *Responsibilities* * Assess clients' financial situations by gathering relevant information and analyzing their needs. * Develop tailored financial plans that align with clients' goals, risk tolerance, and investment preferences. * Provide ongoing advice and support to clients regarding investments, savings, retirement planning, and estate planning. * Stay up-to-date on market trends, economic conditions, and changes in regulations that may affect clients' financial strategies. * Build and maintain strong relationships with clients through regular communication and follow-ups. * Conduct presentations and workshops to educate clients about financial products and services. * Collaborate with other professionals such as accountants and attorneys to provide comprehensive service to clients. *Requirements* * Proven experience in a financial advisory role or relevant experience in finance or investment management. * Strong analytical skills with the ability to interpret complex financial data. * Excellent communication skills, both verbal and written, with the ability to explain financial concepts clearly. * Ability to build rapport with clients and maintain long-term relationships. * A commitment to continuous professional development in the finance industry. If you are passionate about helping individuals achieve their financial dreams and have the necessary skills to excel in this role, we encourage you to apply for the Financial Advisor position. Job Types: Full-time, Permanent Pay: $60,000.00-$120,000.00 per year Additional pay: * Commission pay Benefits: * Dental care * Life insurance * RRSP match Schedule: * Monday to Friday * Weekends as needed Work Location: In person Application deadline: 2024-11-24 Expected start date: 2024-12-01- LocationPrince Edward, ON
- Workplace information On site
- Salary$60,000 to $120,000YEAR annually
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9517431058
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