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Investment Advisor

2 weeks ago

Toronto, Ontario, Canada Leede Financial Inc. Full time

Company Description

Leede Financial Inc. is a mid-size, employee-owned national investment firm dedicated to providing personalized financial advice. With roots tracing back to 1965, we prioritize forming close relationships with our clients and delivering impartial guidance without the influence of bank or life insurance company ownership. Supported by over 170 investment advisors and portfolio managers across Canada, Leede offers a full range of investment products and services through offices in major cities including Toronto, Calgary, Vancouver, and Montreal. We assist both Canadian and international clients in achieving their financial goals and accessing the Canadian capital markets in a trusted and tailored manner.

Role Description

This is a full-time, on-site position for an Investment Advisor based in Toronto, ON. The Investment Advisor will be responsible for developing and maintaining client relationships, assessing financial goals, and creating tailored investment strategies. Responsibilities include analyzing financial data, providing advice on financial planning, managing portfolios, and ensuring excellent customer service. Additionally, the role involves staying informed about market trends and providing expert recommendations to align with client objectives.

Qualifications

  • Proficiency in financial planning, investments, and investment strategies
  • Strong foundation in finance and market analysis
  • Exceptional customer service and interpersonal communication skills
  • Ability to build and sustain long-term client relationships
  • Strong organizational and time management abilities
  • Licensure as a registered Investment Advisor or ability to acquire necessary certifications
  • Bachelor's degree in Finance, Business, or a related field is preferred
  • Experience in the financial services industry is an asset