Financial advisors

World Plus Immigration Services; Canada; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a skilled financial advisor to provide expert counsel on investments, cash management, and estate planning. This role involves developing personalized financial plans tailored to clients' goals and guiding them through the implementation of these strategies. With a focus on client success, you will leverage your MBA in Finance and your experience to drive positive financial outcomes. If you are passionate about helping clients achieve their financial objectives, this is an exciting opportunity to make a significant impact in their lives.

Qualifications

• Minimum 2 years of experience in financial advisory roles.
• Strong knowledge of investment strategies and cash management.

Responsibilities

• Provide counsel on financial decisions like investments and estate planning.
• Establish personal financial plans based on clients' objectives.

Skills

Financial Planning

Investment Management

Cash Management

Estate Planning

Education

MBA in Finance

Job description

Posted: 1 day ago | Openings: 397 | Applicants: Less than 10

Job Description:

Provide counsel on financial decisions such as investments, cash management, and estate planning. Establish personal financial plans based on clients' objectives and guide them through the implementation of these strategies.

Required Candidate Profile:

• MBA in Finance
• Minimum 2 years of experience

Skills highlighted with ‘‘ are preferred key skills.

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