Financial planners and advisors

Lazar -- Wealth Succession Strategies Inc.; Greater Toronto Area; Remote; CAD 100,000 - 120,000; Full time

Job summary

A boutique financial advisory agency in Markham, Ontario, is seeking Financial Planners and Advisors for a full-time remote role. The ideal candidate will provide personalized financial planning services, ensuring compliance with regulations while helping clients achieve their financial goals. This entry-level position offers an opportunity to work independently in a supportive environment.

Qualifications

• Professional experience in financial advisory services.
• Entry level position with remote work capability.

Responsibilities

• Provide comprehensive financial planning services.
• Develop personalized financial plans and support clients in retirement planning.
• Regularly review and adjust plans based on client needs.

Skills

Financial Planning

Personal Financial Planning

Finance

Retirement Planning

Analytical Skills

Problem-Solving Skills

Interpersonal Skills

Communication Skills

Ability to Work Independently

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Economics

Job description

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Direct message the job poster from Lazar -- Wealth Succession Strategies Inc.

We are a boutique financial advisory agency located in Markham, Ontario.

The founder, Isaac Lazar, has over 40 years of industry experience, helping middle-income families protect their valuable assets and prepare for retirement. Over the past 10 years, he has attracted elder advisors, growth-oriented advisors, and emergent advisors to join the practice to ensure the seamless succession of client relationships across generations.

Role Description

This is a full-time remote position for Financial Planners and Advisors. The role involves providing comprehensive financial planning services, developing personalized financial plans, supporting clients in retirement planning, and ensuring compliance with current financial regulations. Responsibilities include assessing clients' financial situations, creating strategies to meet their financial goals, and regularly reviewing and adjusting plans based on clients' needs and market changes.

Qualifications

• Skills in Financial Planning and Personal Financial Planning
• Expertise in Finance and Retirement Planning
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work independently and remotely
• Professional experience in financial advisory services
• Bachelor's degree in Finance, Accounting, Economics, or a related field is highly beneficial

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Finance and Sales

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Location: Toronto, Ontario, Canada | Salary: CA$100,000.00 - CA$120,000.00 | Posted: 1 month ago