
Financial Security Advisor
4 weeks ago
**Overview**
**Responsibilities**:
- Develop and maintain relationships with clients by understanding their financial needs and objectives.
- Provide tailored financial advice on investments, estate planning, retirement savings, and risk management.
- Conduct thorough market research to inform investment strategies and portfolio management.
- Prepare detailed financial plans that outline clients' goals, timelines, and recommended actions.
- Monitor clients' investment portfolios and provide regular updates on performance and market conditions.
- Stay informed about industry trends, regulatory changes, and emerging financial products.
- Educate clients on various financial products and services to enhance their understanding of options available to them.
- Collaborate with other professionals such as accountants or attorneys to provide comprehensive service to clients.
**Qualifications**:
- Bachelor's degree in Finance, Business Administration, or a related field is preferred.
- Proven experience as a Financial Advisor or similar role is highly desirable.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent interpersonal and communication skills to effectively engage with clients.
- Knowledge of investment strategies, tax regulations, and estate planning principles.
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus but not mandatory.
- Proficiency in financial planning software and tools is advantageous.
- A commitment to ongoing professional development and staying current with industry trends.
Pay: $50,000.00-$75,000.00 per year
**Experience**:
- PeopleSoft: 1 year (preferred)
Work Location: Hybrid remote in Truro, NS B2N 1E8
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