Investment Advisor

2 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 circumstances.
  • Investment Analysis: Analyze clients' financial records and provide recommendations on investment opportunities, cash management, and insurance coverage.
  • Client Relationships: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Industry Knowledge: Stay up-to-date with industry trends and developments, applying this knowledge to provide expert advice to clients.
Requirements
  • Education: Bachelor's degree in a relevant field, such as finance or business.
  • Experience: 5 years or more of experience in a related field, with a proven track record of success.
  • Skills: Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Computer Skills: Proficient in MS Office and database software.
What We Offer
  • Competitive Salary: A competitive salary and bonus structure.
  • Benefits: A comprehensive benefits package, including dental plan, health care plan, and vision care benefits.
  • Work-Life Balance: A healthy work-life balance, with 37.5 hours per week.
Language and Work Environment

The primary language of work is English, and the work environment is a head office setting.


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