Financial Advisor

5 days ago

Ottawa, Ontario, Canada CCI Capital Full time

Company Description

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Role Description

This is a full-time on-site role for a Financial Advisor, located in Ottawa, ON. The Financial Advisor will be responsible for assessing clients' financial goals, creating tailored financial plans, advising on investment opportunities, and providing solutions to meet clients' financial needs. The role involves continuous engagement with clients to monitor progress and adapt strategies as needed, while also staying informed regarding market trends and regulatory developments.

Qualifications

  • Proficiency in financial planning, investment strategies, and asset management
  • Interpersonal, communication, and customer service skills
  • Analytical thinking, problem-solving abilities, and attention to detail
  • Knowledge of financial regulations, compliance, and risk assessment
  • Proven sales and relationship management experience
  • Bachelor's degree in Finance, Economics, Accounting, or a related field
  • Certification such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is preferred

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