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Experienced Financial Services Professional
2 months ago
Company Overview:
Desjardins Financial Security Independent Network is a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial solutions tailored to meet each client's unique needs and goals.
Job Summary:
We are seeking an experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate the complexities of wealth management, investment planning, retirement planning, and estate planning. You will leverage your expertise to provide comprehensive financial advice and develop customized strategies that align with our clients' financial objectives.
Key Responsibilities:
- Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
- Develop and present personalized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning.
- Implement investment strategies in accordance with clients' objectives and monitor portfolio performance.
- Provide ongoing financial guidance and advice to clients, adapting strategies as their circumstances and goals evolve.
- Stay abreast of market trends, economic developments, and regulatory changes to inform investment decisions and client recommendations.
- Cultivate and maintain strong client relationships through regular communication and proactive engagement.
Requirements:
- Minimum of 2 years of experience as a Financial Advisor or similar role in the financial services industry.
- Proven track record of successfully managing client relationships and delivering financial planning services.
- Strong understanding of investment products, financial markets, and wealth management strategies.
- Excellent communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
- Proficiency in financial planning software and tools.
Benefits:
- Competitive commission package based on experience and base clientele
- Performance-based incentives and bonuses
- Professional development opportunities and support for continuing education including CFP and other industry recognized designations
- Collaborative and supportive work environment with opportunities for growth and advancement
