Financial Advisor

6 days ago

Collingwood, Canada Bluerock Wealth Management Full time

Engage with referral based and existing clients every day to understand their long term financial goals and objectives and their short term financial needs, present customized financial advice and sales
- Our objective is to build, maintain and retain client relationships that lead to an in-depth understanding of their goals and financial situation, enabling us to provide high quality financial planning, advice, and recommendations customized to each client
- Monitoring your overall portfolio, reviewing progress against planned activities and targets and maintain overall responsibility for portfolio management
- Provide tax, estate and retirement income information/guidance when clients have questions
- Provide assistance to other Financial Planners or Team members when required.
- Network with professional service providers.
- Assist with marketing and communications by providing content and reviewing materials
- Develop and document systems and tools affecting financial planning activities
- Regularly attend training sessions and seminars to maintain currency for licensing and designations
- CFP and CLU required or in progress ready to be written
- 3-5 years experience

**Salary**: $55,000.00-$75,000.00 per year

**Benefits**:

- Company events
- Flexible schedule
- Work from home

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