Financial Advisor

4 weeks ago

Mississauga, Ontario, Canada Longevity Achieved Full time
About Longevity Achieved

At Longevity Achieved, we're passionate about helping individuals achieve their long-term financial goals. Our team of experienced professionals is dedicated to providing personalized financial planning and wealth management services to our clients.

Job Summary

We're seeking a highly motivated and results-driven Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining relationships with clients, providing financial planning and wealth management services, and helping clients achieve their financial goals.

Responsibilities
  • Build and maintain relationships with clients to understand their financial goals and provide suitable recommendations.
  • Develop and implement effective sales strategies to meet and exceed sales targets.
  • Analyze financial information and market trends to provide accurate and timely advice to clients.
  • Stay updated on industry regulations and products to provide clients with up-to-date information and compliance.
  • Maintain accurate records of client interactions and transactions for compliance purposes.
  • Generate leads through networking, referrals, and cold calling to expand client base.
Requirements
  • Strong sales skills with a proven track record of meeting and exceeding sales targets.
  • In-depth knowledge of financial products, investment options, and market trends.
  • Excellent communication and interpersonal skills to build and maintain client relationships.
  • Ability to analyze financial information and provide accurate advice to clients.
  • Proactive and self-motivated with the ability to generate leads and expand client base.
  • Knowledge of industry regulations and compliance requirements.
What We Offer
  • Performance-based compensation, untapped earning potential.
  • Residual income.
  • Customized personal business planning.
  • Full marketing support, prospecting, and technical assistance.
  • Robust technology stack, including customizable CRM software.
  • Customized mentorship program with established advisors and managers.
  • Ongoing resources and support, with autonomy to run your own practice.
  • Opportunity to qualify for trips to enchanting destinations.
  • In-house resources, including discretionary portfolio managers, New Business Support, CPA's, CFP's, estate planning attorneys, directors of practice development, and subject-based experts.
Longevity Values
  • DYNAMISM: Fuelling action, speed, and continual excellence.
  • UNITY: Harmonising wealth and well-being.
  • HONOUR: Upholding trust, duty, and ethical conduct.
  • BOLDNESS: Pioneering courage, innovation, and decisive action.
  • EMPOWERMENT: Enabling choice, strength, and personal growth.

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