Investment Advisor

6 days ago


Vancouver, British Columbia, Canada Asia Standard Americas Ltd Full time
About the Role

We are seeking a highly skilled Investment Advisor to join our team at Asia Standard Americas Ltd. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Investment Analysis: Analyze clients' financial records and provide recommendations on investment opportunities.
  • Cash Management: Help clients manage their cash flow and make informed decisions about investments.
  • Insurance and Estate Planning: Provide guidance on insurance coverage and estate planning to ensure clients' financial security.
  • Computer and Technology: Utilize MS Office and database software to manage client data and track financial performance.
  • Area of Specialization: Focus on financial planning and wealth management to help clients achieve their long-term financial goals.
  • Work Conditions and Physical Capabilities: Work in a fast-paced environment, requiring strong attention to detail and excellent organizational skills.
  • Personal Suitability: Possess excellent interpersonal skills, judgment, and the ability to work efficiently in a team environment.
  • Screening Questions: Ensure that clients meet the necessary qualifications and requirements for the role.
  • Experience: Minimum 5 years of experience in a related field.
  • Health Benefits: Offer dental, health care, and vision care benefits to employees.
  • Work Schedule: 37.5 hours per week, with a flexible schedule to accommodate client needs.
What We Offer

As an Investment Advisor at Asia Standard Americas Ltd, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and make a meaningful impact on our clients' financial lives.


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