Financial Advisor

2 weeks ago

Richmond Hill, Canada Royal Wealth Financial Full time

**Its a 100% commission based position**

We are seeking a Financial Advisor Part-Time or Full-Time to join our team You will deliver personalized saving, investment and wealth building solutions to help clients work toward their short-term and long-term financial goals.

If that’s something you’re looking for, message me with your availability for an inperson or zoom interview to discuss the opportunities.

**Responsibilities**:

- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base.

**Qualifications**:

- Previous experience in banking, financing, or other related fields is an asset.
- Familiarity with investment products and services is an asset
- Life License/LLQP license is an asset
- Ability to build rapport with clients

Strong analytical and critical thinking skills **Excellent written and verbal communication skills**

Royal Wealth Financial is a fast growing company where our expert and professionally trained agents are ready to help families with a full review of their current household financials to provide FREE consultation in Debt Management, Income and Asset Protection, Investment, Kids Education Planning, RESP, Retirement Planning,
RRSP, Corporate Estate Transfer, Disability, Critical Illness,Travel Insurance and Super Visa, Group
Employee Benefit, Funeral Planning and Will preparation, and much more.

We are a hybrid company where we are either in the office or working remotely to be able to provide agents work/life balance and more importantly to be able to meet clients
based on client's preference online or in person.

We collaborate with many trusted financial companies accessing unlimited products and services which allows us to bring you the best plan meeting your financial requirements at the best rate available in the market. Working with companies that you trust also allows us to help any client with any health condition and financial situation.

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

Work Location: Hybrid remote in Richmond Hill, ON L4B 1B3

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