Financial Advisor
4 days ago
Position: Financial Advisor
Who we are:
Basic Financial Services is a firm of experienced and knowledgeable professionals who build and assist in the implementation of comprehensive financial plans using a client first approach. We provide a full range of finical solutions with a focus on Financial Planning, Investments, Insurance and Taxes.
**Responsibilities**:
- Client-facing, you would service clients assigned, and enhance client services
- Create financial plans, retirement projections and personal financial statements for clients of the firm
- Strong focus on Client First Financial Planning
- Lead clients through our goals-based discovery process
- Identify planning opportunities for clients
- Presenting the plan and assisting clients in implementing planning, investment, insurance, and tax recommendations (with support from Sr. Advisor if necessary)
- Servicing the clients
- Communicating frequently with clients in order to ensure adherence to the plan and revisions when necessary
- Answering questions from clients about planning related matters
- Stay current with industry and financial planning concepts through continuing education
- Contribute in other ways to client and team success
**Skills**:
- Client centric and passionate about financial planning
- Detail-oriented with strong analytical skills
- Must be personable and able to build trust with clients
- 1-2 years of client facing financial industry experience
- Ability to work independently or with a team in a fast-paced environment
- Proficient computer skills (Word, Excel, Zoom, PowerPoint)
- Self-motivated with a positive attitude towards collaborating, growing the business, and ensuring optimal client outcomes
Education / Accreditation Requirements:
- MFDA Licence
- CFP® Designation or working towards the CFP®
**Offer**:
- We offer a strong team environment with a good work-life balance
- We offer a trained, credentialed and process driven staff to support your growth
- We offer mentorship and a strong learning environment within a proven firm
Compensation:
- Base salary $60,000 - $80,000
- Bonus component based on the firms overall metrics
- Growth opportunities
**Job Types**: Full-time, Permanent
**Salary**: $60,000.00-$80,000.00 per year
Additional pay:
- Bonus pay
**Benefits**:
- On-site parking
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
**Experience**:
- Financial services: 1 year (preferred)
Licence/Certification:
- MFDA (preferred)
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