Financial Advisor

2 weeks ago

Toronto, Canada FORTAX Full time

FORTAX Private Wealth Corp. is seeking a qualified **Licensed Financial Advisor (Mutual Funds)** with former experience in mutual funds to join our team. We are a Mutual Fund Dealer seeking to grow our advisory business. Our specialists strive to create unique, comprehensive, and efficient financial solutions for our clients. The FORTAX group offers Wealth Management, Tax Planning/Preparation/Advice, and Insurance services. We strive to make financial well-being a focus by channeling necessary resources into helping individuals increase their wealth
- one person, one family, and one business at a time. We are looking for an individual passionate about raising the standard of financial management.

**About the Role**

**Responsibilities**
- Proactively develop strategies to bring new clients, while achieving sales targets
- See the benefits of referring clients to our tax and insurance teams
- Perform various time-sensitive tasks
- Respond promptly to client inquiries
- Perform portfolio reviews, KYC and interact with clients
- Perform internal and external risk assessments to ensure all relevant risks are appropriately identified, assessed, controlled, and monitored
- Contribute to the development of the firm
- Constantly create and facilitate appropriate business strategies as the markets, and the company evolve
- Participate in seminars/webinars to expand knowledge and offer new strategies to clients

**Requirements**:

- 3+ years of previous experience in Mutual Funds
- Mutual Fund Licensed

**Knowledge, Abilities, and Skills**
- Thorough knowledge of Mutual Funds and investment products along with their benefits
- Cross-selling skills
- Ability to act with thoughtfulness and good judgment while also maintaining confidentiality
- Maintain a friendly, confident, professional, and respectful demeanor
- Self-motivated with a drive to learn more about the current and future state of the financial industry.
- Detail-oriented with an ability to analyze, collect, and disseminate information
- Proven ability to successfully review and challenge business, client, and advisor risk management practices and outcomes with both an entrepreneurial and consumer experience mindset
- Ability to prioritize key deliverables, multi-task, and work well under pressure and deadlines
- Work well in a team or independently

Schedule:

- 8 hour shift

**Experience**:

- Financial services: 3 years (required)

Licence/Certification:

- MFDA (required)

Work Location: One location

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