A financial services company in Northeastern Ontario is seeking a Financial Advisor. The role involves evaluating financial risks, providing investment recommendations, and preparing comprehensive analytical reports. Candidates should have a Bachelor's degree and 2 to 3 years of relevant experience. Proficiency in MS Excel and strong communication skills are essential. This permanent position offers a health care plan and free parking.
Leistungen
Health care plan
Free parking available
Qualifikationen
2 to 3 years of experience in financial analysis.
Knowledge of financial markets and investment strategies.
Experience with Excel VBA for data analysis.
Aufgaben
Evaluate financial risk and prepare analytical reports.
Collect and analyze financial information about investments.
Provide recommendations to clients and senior officials.
Kenntnisse
Financial risk evaluation
Investment advice
Attention to detail
Client focus
Excellent oral communication
Ability to multitask
Ausbildung
Bachelor's degree
Tools
MS Excel
Data analysis software
Accounting software
Business intelligence
Jobbeschreibung
Education
Bachelor's degree
Work setting
General office
Tasks
Evaluate financial risk
Collect financial and investment information about companies, stocks, bonds and other investments
Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
Advise on and participate in the financial aspects of contracts and calls for tender
Assist in preparing operating and investment budgets
Plan short- and long-term cash flows and assess financial performance
Prepare a regular risk profile for debt portfolios
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.