Strategic Financial Consultant

3 days ago


Brampton, Ontario, Canada Pioneer Resource Management Full time

Pioneer Resource Management is seeking an experienced Financial Advisor to provide guidance on managing clients' finances effectively.

Responsibilities
  • Gather relevant information and conduct thorough research to assess clients' financial situations.
  • Develop personalized financial plans tailored to clients' goals, risk tolerance, and investment preferences.
  • Provide ongoing advice and support regarding investments, cash management, retirement planning, and other financial matters.
  • Monitor clients' portfolios and make recommendations for adjustments as needed based on market conditions or changes in client circumstances.
  • Stay informed about industry trends, economic developments, and regulatory changes affecting the financial landscape.
  • Build and maintain strong relationships with clients through regular communication and follow-ups.
  • Collaborate with other professionals in the firm to ensure comprehensive service delivery.

Requirements

  • A strong background in financial services with a solid understanding of investment products and strategies.
  • Proficient in research techniques to analyze market trends and client data effectively.
  • Exceptional mathematical skills for accurate calculations and assessments.
  • Excellent cash management abilities to help clients optimize their financial resources.
  • Strong interpersonal skills with the ability to communicate complex financial concepts clearly and effectively.
  • A detail-oriented mindset with a focus on providing high-quality service to clients.

Benefits

  • Work from home flexibility.
  • The opportunity to work part-time or full-time.
  • A competitive uncapped commission structure.

Estimated Salary: $60,000 - $80,000 per year, depending on experience. Pioneer Resource Management offers a dynamic and supportive work environment, making it an ideal choice for skilled Financial Advisors.



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