Financial Advisor

Jobtailor; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

Jobtailor in Toronto seeks a dynamic financial professional to build long-term client relationships and plan for clients' life stages. You will prepare strategies to attract and connect with new clients and conduct meetings with prospective and existing clients.

Responsibilities include reviewing clients' financial state, building roadmaps, recommending insurance and investment products, and staying current with industry changes through ongoing training and accreditations.

Qualifications

• College or university degree is required.
• Some professional experience in financial services preferred.
• Legal entitlement to work in Canada.
• LLQP and/or Mutual Fund license or course completion are optional assets.

Responsibilities

• Build long-term client relationships and develop financial strategies tailored to life stages.
• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients to review financial state and goals.
• Build financial roadmaps and recommend/implement insurance and investment products.
• Stay current with industry changes through ongoing training and professional development.

Skills

Client relationships

Financial planning

Insurance recommendations

Investment implementation

Excellent communication

Education

University degree

Job description

• Build long-term relationships with Clients and help them plan financially for different life stages
• Prepare and execute strategies to attract and connect with new Clients
• Conduct meetings with prospective and existing Clients
• Review Clients' current financial state and gather information about future goals
• Build financial roadmaps to help Clients achieve their goals
• Recommend and implement suitable insurance and investment products
• Meet with Clients on an ongoing basis to keep plans up to date as life situations change
• Complete ongoing training and professional development to remain current with industry changes
• Obtain professional accreditations and designations throughout the career
• Stay connected within the community through networking, marketing, and referrals

Requirements

• History of achievement in professional, academic, athletic, or other areas
• Enjoys engaging, developing, and maintaining relationships with people
• Disciplined and self-motivated
• Goal-oriented with a strong work ethic
• Continuous learner with a deep interest in helping others
• Excellent communication skills
• College/University degree
• Some professional experience
• Must be legally entitled to work in Canada
• Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency
• LLQP and/or Mutual Fund license or course/exam completion are optional assets

Core Competencies

Demonstrates expertise in building long-term client relationships and developing financial strategies tailored to individual goals. Proficient in recommending and implementing suitable insurance and investment products while maintaining up-to-date financial plans.

Highest-signal resume keywords

• Client Relationship Management
• Financial Planning
• Insurance Product Recommendation
• Investment Product Implementation
• Excellent Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Roadmap Development
• Goal Setting
• Client Needs Assessment
• Ongoing Financial Review
• Professional Development

Soft Skills

• Disciplined
• Self-Motivated
• Goal-Oriented
• Engaging
• Relationship Building

Certifications & Qualifications

• LLQP License
• Mutual Fund License

Industry Keywords

• Financial Services
• Client Engagement
• Networking
• Marketing
• Professional Accreditation