Financial Advisor

7 days ago

Greater Toronto Area, Canada EMPYREAN CAPITAL Full time

Company Description

EMPYREAN CAPITAL is based in the Greater Toronto Area, Canada. The company is recognized for its commitment to financial growth and strategic investments within dynamic markets. EMPYREAN CAPITAL focuses on empowering clients to achieve their financial goals by providing expert advice and tailored solutions.

Role Description

This is a full-time hybrid role for a Financial Advisor located in the Greater Toronto Area, Canada, with flexibility for partial remote work. The Financial Advisor will assist clients with financial planning, designing retirement and investment strategies, and offering expert financial advisory services. Responsibilities include assessing client needs, developing customized financial plans, monitoring portfolio performance, and ensuring that investment strategies align with long-term goals.

Requirements

  • Strong interest in insurance and financial sales
  • College diploma or higher
  • Basic English proficiency and the ability to pass the LLQP exam
  • LLQP license holders preferred (training provided if needed)
  • Legally authorized to work in Canada

We Offer

  • LLQP training upon hiring, with exam fee reimbursement
  • Free office space and administrative support
  • Competitive commission and bonus structure
  • Flexible work schedule (full-time/part-time)
  • Location: Toronto and surrounding areas (Hybrid option available)

Qualifications

  • Proficiency in financial planning, retirement planning, and wealth management
  • Strong knowledge of finance and investments
  • Ability to develop tailored financial strategies to meet clients' needs
  • Excellent interpersonal and communication skills to build and maintain client relationships
  • Bachelor's degree in finance, economics, or a related field
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly advantageous
  • Experience in client management and ability to work in a hybrid environment

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