Financial Advisor

1 week ago

St Catharines ON LP N, Canada Mac Management Properties Ltd Full time

Overview

We are seeking a dedicated and knowledgeable Financial Advisor to join our team. This role involves providing expert financial guidance to clients, helping them achieve their financial goals through tailored strategies and solutions. The ideal candidate will possess strong analytical skills, a solid understanding of financial services, and a passion for assisting clients in managing their finances effectively. This position offers an excellent opportunity for professional growth within a dynamic and client-focused environment.

Responsibilities

  • Develop personalized financial plans based on clients' goals, risk tolerance, and current financial situation
  • Advise clients on investment opportunities, retirement planning, estate planning, and other financial services
  • Conduct thorough research on market trends, investment options, and economic conditions to inform recommendations
  • Manage cash flow and cash management strategies to optimize clients' financial health
  • Monitor client portfolios regularly and adjust strategies as needed to meet changing market conditions or client objectives
  • Maintain detailed records of client interactions, transactions, and advice provided
  • Stay updated on industry regulations, compliance standards, and best practices in financial advising
  • Educate clients on financial concepts using clear communication tailored to their level of understanding

Qualifications

  • Proven experience or background in Accounting, Financial Services, or related fields
  • Strong knowledge of Cash Management, investment strategies, and financial planning tools
  • Excellent research skills to analyze market data and economic indicators
  • Strong mathematical skills with the ability to interpret complex data accurately
  • Effective communication skills for explaining financial concepts clearly to clients
  • Ability to build trustful relationships with clients through professionalism and integrity
  • Prior experience or familiarity with the financial industry is preferred but not mandatory; relevant certifications or licenses are a plus

This role is ideal for individuals passionate about finance who want to make a meaningful impact by guiding clients toward achieving their financial aspirations.

Job Type: Full-time

Pay: $55,606.55-$57,319.58 per year

Benefits:

  • Employee assistance program
  • Extended health care

Work Location: In person

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