Business Development Financial Advisor
7 days ago
We are seeking a highly skilled Business Development Financial Advisor to join our team at Ontario Inc.
Estimated Salary Range:$55,000 - $70,000 per year based on experience and qualifications.
Job Description- This role involves working closely with clients to understand their financial goals and objectives, and developing customized financial plans to help them achieve success.
- You will be responsible for analyzing clients' financial records, identifying areas for improvement, and making recommendations to help them manage their finances more effectively.
- The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
- College diploma or equivalent in a related field (e.g. finance, accounting)
- 1-2 years of experience in a related field, preferably in a client-facing role
- Strong analytical and problem-solving skills, with the ability to think critically and make sound judgments
- Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner
- Highly organized and able to prioritize tasks effectively, with a focus on delivering high-quality results in a timely manner
- Competitive salary range
- Ongoing training and professional development opportunities
- A supportive and collaborative work environment
- The chance to work with a dynamic and growing organization
- Ability to work in a fast-paced environment with multiple priorities
- Strong attention to detail and organizational skills
- Ability to communicate effectively with clients and colleagues in person, via phone, or by email
- Accurate and reliable, with a strong sense of integrity
- Dependable and efficient, with the ability to work independently and as part of a team
- Excellent oral and written communication skills, with the ability to present complex information in a clear and concise manner
- Initiative and a proactive approach to problem-solving
- Interpersonal awareness and the ability to build strong relationships with clients and colleagues
- Judgement and decision-making skills, with the ability to analyze complex information and make sound decisions
- Organized and able to prioritize tasks effectively
- Team player with a positive attitude and a commitment to excellence
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