Financial Security Advisor

2 weeks ago

Brighton, Canada Lighthouse Wealth Management Full time

**Job Overview**

**Responsibilities**
- Assess clients' financial situations by gathering relevant information and analyzing their needs.
- Develop tailored financial plans that align with clients' goals, risk tolerance, and investment preferences.
- Provide ongoing advice and support to clients regarding investments, savings, retirement planning, and estate planning.
- Stay up-to-date on market trends, economic conditions, and changes in regulations that may affect clients' financial strategies.
- Build and maintain strong relationships with clients through regular communication and follow-ups.
- Conduct presentations and workshops to educate clients about financial products and services.
- Collaborate with other professionals such as accountants and attorneys to provide comprehensive service to clients.

**Requirements**:

- Proven experience in a financial advisory role or relevant experience in finance or investment management although we are willing to assist you in the licensing aspect.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication skills, both verbal and written, with the ability to explain financial concepts clearly.
- Ability to build rapport with clients and maintain long-term relationships.
- A commitment to continuous professional development in the finance industry.

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

Pay: $40,000.00-$60,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Extended health care
- Life insurance

Schedule:

- Monday to Friday
- Weekends as needed

Work Location: In person

Expected start date: 2025-08-01

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