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Financial Advisor

2 months ago

Hamilton, Canada Zgheib Agency Full time

**Compensation**:
$60,000 - $75,000+

**Responsibilities**:

- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Serve as a collaborative team player willing to further development through continued training opportunities
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

**Qualifications**:

- Requires a Bachelor's degree in business administration, finance, or other related field
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Good relational and communication skills
- Motivated and dedicated work ethic
- Ability to work independently
- Must be a Permanent Resident or Canadian Citizen and live in Canada
- Must be 20+ years of age
- Six-figure income potential

**About Company**
At Zgheib Agency, our main focus is helping families through income protection and financial education. We believe the more you know the better you do.

We show families how to save money on insurance and financial products they already own but no one previously explained to them.

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