Financial Advisor

M2N Group Inc; Ontario; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a leading financial advisory firm as a Financial Associate in Ontario, where you'll help clients achieve their financial goals. In this hybrid role, you'll provide expert advice, manage your own book of business, and build lasting relationships with clients while ensuring compliance with regulatory standards.

Qualifications

• Strong problem-solving and analytical skills required.
• Skills in relationship building and effective communication are essential.
• Integrity and reliability are key attributes.

Responsibilities

• Provide consultations to assess clients' financial situations and needs.
• Prepare customized financial solutions based on individual assessments.
• Guide clients through identifying and managing financial risks.

Skills

Creative problem-solving

Excellent analytical skills

Effective communication

Integrity

Reliability

Proactive attitude

Relationship building

Job description

FINANCIAL ASSOCIATE FOR ONTARIO, CANADA & SURROUNDING AREAS ROLE / DESCRIPTION

Experior Financial Group is seeking a Financial Advisor in Ontario, Canada.

This is a hybrid position, involving in-person or virtual client meetings based on client needs, comfort, and availability. Our success is largely due to our client solutions built with our proprietary Expert Financial Analysis software (EFA).

The EFA provides clients with a simple, easy-to-follow financial program offered exclusively through Experior Associates, helping clients achieve their financial goals for retirement and beyond.

With extensive experience handling diverse clients, we understand that each client is unique, and we tailor financial strategies accordingly.

Our licensed associates work diligently to keep client accounts updated, processed, and analyzed.

Financial Associates at Experior are trained to ensure compliance with financial regulations and company policies.

We meet clients in person or virtually to complete the EFA and identify suitable solutions tailored to their needs.

Position Summary

As an associate at Experior Financial Group, you will be a key team member helping clients reach their financial goals.

You should be professional and friendly, providing services and creating personalized plans for clients.

You will offer high-quality expert advice to your clients.

You will manage your own book of business from day one and work towards promotions based on personal performance while building a team.

Responsibilities

• Provide clients with consultations to assess their financial situation, follow through on requests, anticipate needs, and guide them end-to-end.
• Prepare recommendations for customized financial solutions based on individual needs analysis.
• Help clients identify and manage risks by sharing relevant financial insights and updates.
• Ensure compliance with all risk management and regulatory standards, policies, and controls.

Required Skills

• Creative problem-solving skills and the ability to work in a fast-paced environment.
• Excellent analytical skills and sound judgment based on data.
• Ability to build relationships with new and existing clients, understanding their needs through effective communication.
• Integrity, caring attitude, reliability, and a servant mindset.
• Effective listening and communication skills.
• Humility, ambition, dedication, and passion.
• A visionary mindset and proactive attitude.
• A positive outlook and relatability.
• Professional appearance and reliable transportation.
• Motivated to provide personalized, convenient service and eager for a fresh start with a meaningful company.
• Self-directed, hardworking, quick learner.

This position is not salary-based. Powered by JazzHR.