Financial Advisor
3 days ago
**Compensation**:
$60,000 -$70,000
**Responsibilities**:
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
**Qualifications**:
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- **Must be a Permanent Resident or Canadian Citizen and live in Canada**:
- Part-time and Full-time work options
- Good relational and communication skills
- Motivated and dedicated work ethic
- Ability to work independently
- Team leader qualities, an asset
**About Company**
At Life Agency, our main focus is helping families through income protection and financial education. We believe the more you know the better you do.
We show families how to save money on insurance and financial products they already own but no one previously explained to them.
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