Job Description
Job Summary Provide tailored financial advice and develop strategies to help clients meet short- and long-term financial objectives. Build and maintain client relationships while monitoring portfolios and market conditions. Number of Positions 1 Main Duties Meet with clients to assess financial needs, objectives, risk tolerance, and current financial situation. Develop personalized financial plans and investment strategies based on client goals and market analysis. Recommend financial products and services, such as investment vehicles, retirement plans, insurance, and tax-efficient strategies. Monitor client portfolios, review performance, and adjust recommendations in response to market changes or life events. Prepare and maintain accurate client records, documentation, and compliance-related files. Stay informed of economic trends, regulatory changes, and new financial products to provide up-to-date advice. Requirements Post-secondary education in finance, business, economics, accoun...