Financial Security Advisor

1 week ago

SaintLaurent, Canada Hatitac services financiers Full time

**Overview**
We are seeking a dedicated and knowledgeable **Financial Advisor** to join our team. In this role, you will provide personalized financial advice and strategies to clients, helping them achieve their financial goals. You will be responsible for building and maintaining client relationships while staying informed about market trends and financial products. This position is ideal for individuals with a passion for finance and a commitment to client success.

**Responsibilities**
- Conduct comprehensive financial assessments for clients to understand their needs and goals.
- Develop customized financial plans that align with clients' objectives, risk tolerance, and timelines.
- Provide ongoing advice and support regarding investments, retirement planning, estate planning, and tax strategies.
- Monitor clients' financial portfolios and make adjustments as necessary based on performance and changing circumstances.
- Stay updated on industry trends, regulations, and market conditions to offer informed recommendations.
- Build strong relationships with clients through regular communication and proactive engagement.
- Collaborate with other professionals such as accountants or attorneys to provide holistic financial guidance.

**Skills**
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication skills, both verbal and written, to effectively convey financial concepts to clients.
- Proficiency in financial planning software and tools.
- Detail-oriented with strong organizational skills to manage multiple client accounts efficiently.
- Ability to build rapport with clients and maintain long-term relationships.
- Knowledge of investment products, retirement plans, insurance options, and tax regulations is essential.
- A commitment to ethical practices and maintaining client confidentiality.

**Additional Benefits**
- **LLQP Licensing Support**: We provide full guidance and support to help you prepare for and pass the Life License Qualification Program (LLQP) exam.
- **Business Subsidies**: Competitive business development subsidies and allowances are available to support you as you grow your client base and practice.

**Join our team as a Financial Advisor**, where you can make a meaningful impact on the lives of individuals by guiding them toward their financial aspirations—with the support and resources you need to succeed.

**Job Types**: Full-time, Part-time, Permanent

Pay: Up to $200,000.00 per year

**Benefits**:

- Company events
- Flexible schedule
- Mileage reimbursement
- On-site parking
- Profit sharing
- Work from home

**Language**:

- Chinese (preferred)

Work Location: Hybrid remote in Saint-Laurent, QC H4T 1V6

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