Licensed Financial Advisor

Bighornlaw; Ontario; On-site; CAD 80,000 - 93,000; Full time

Job summary

An established industry player in the financial services sector is seeking a dedicated financial advisor to join their dynamic team. This role involves meeting with clients to understand their financial goals, developing personalized financial plans, and providing ongoing support. The company values a family-oriented environment and promotes work-life balance, making it an ideal place for professionals looking to grow their careers in a supportive setting. If you're passionate about helping clients achieve their financial aspirations, this opportunity is perfect for you.

Qualifications

• Must hold a valid financial advisor license and have proven experience in financial advising.
• Strong interpersonal and communication skills are essential for client interactions.

Responsibilities

• Meet with clients to understand their financial goals and provide tailored solutions.
• Help grow the client base through referrals and community engagement.

Skills

Interpersonal Skills

Communication Skills

Financial Advising

Sales Experience

Education

Bachelor's Degree in Business or Finance

Valid Financial Advisor License

FINRA Series 7 and 63 Registration

Life and Health License

Job description

Job Responsibilities

1. Meet with and manage relationships with existing clients to understand their financial goals.
2. Develop and recommend tailored financial plans and solutions.
3. Help grow the client base through referrals, networking, and community engagement.
4. Provide ongoing client support and financial education.

Qualifications

• Must hold a valid financial advisor license.
• Proven experience in financial advising or a related field.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Commitment to providing exceptional client service and maintaining ethical standards.

Additional Responsibilities

• Work with existing clients to retain business and identify new opportunities.
• Consult with current and prospective clients to gather financial information and develop plans.
• Answer client questions and provide financial advice.
• Advise on insurance, investment, cash management, and other strategies to meet financial goals.
• Review client accounts regularly to adapt to changes in life, economy, or financial circumstances.
• Analyze financial data to develop strategies aligned with client goals.

Additional Qualifications

• Bachelor’s degree in business, finance, or related field.
• 1-2 years of sales experience.
• FINRA series 7 and 63 Securities Registration (66 or 65 preferred).
• Life and Health License.
• Knowledge of mutual funds, securities, and insurance industries.

Compensation

$80,500 potential

About Streamline Insurance

Our rapidly growing insurance agency with two locations offers a family-oriented environment that values work-life balance. Join us to meet with clients and help expand our client base in a supportive, collaborative setting. If you're ready to elevate your career with a caring company, we look forward to hearing from you!