Financial Advisor

1 week ago

Burnaby, Canada Winwin Financial Service Corp. Full time

**Overview**
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will provide expert financial guidance to clients, helping them make informed decisions about their investments, savings, and overall financial health. Your ability to analyze financial data and develop tailored strategies will be crucial in building long-lasting relationships with clients and ensuring their financial success.

**Duties**
- Assess clients' financial situations by gathering relevant information and analyzing their needs.
- Develop personalized financial plans that align with clients' goals and risk tolerance.
- Provide ongoing advice on investment opportunities, cash management, and asset allocation.
- Conduct thorough research on market trends, economic conditions, and investment products to inform client recommendations.
- Monitor client portfolios and adjust strategies as needed to maximize returns and minimize risks.
- Educate clients on various financial topics, including retirement planning, tax strategies, and estate planning.
- Maintain accurate records of client interactions and transactions in compliance with regulatory requirements.

**Skills**
- Strong understanding of accounting principles and practices.
- Experience in financial services with a focus on investment management and client relations.
- Proficient in cash management techniques to help clients optimize their liquidity.
- Excellent research skills to analyze market data and identify suitable investment opportunities.
- Strong mathematical skills for accurate financial analysis and reporting.
- Exceptional communication skills to convey complex financial concepts clearly to clients.
- Ability to build trust-based relationships with clients while demonstrating integrity and professionalism. This is an excellent opportunity for individuals who are passionate about finance and committed to helping others achieve their financial goals.

**Job Type**: Part-time

Pay: $43,936.86-$90,229.84 per year

Expected hours: 25 per week

**Benefits**:

- Flexible schedule
- Language training provided
- Relocation assistance

Application question(s):

- Permanent Residence

**Education**:

- Bachelor's Degree (preferred)

**Language**:

- Chinese (preferred)
- English (preferred)

Work Location: Hybrid remote in Burnaby, BC V5H 4N2

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