Financial Analyst

3 weeks ago

Kingston, Canada TPD® Workforce & HR Solutions Full time

Financial Advisor

Kingston, ON


Our client, a premier wealth management firm located in Kingston, Ontario, is seeking a Financial Advisor to join their growing team. This is an exciting opportunity to work in a collaborative and supportive environment, where you can leverage your expertise to make a positive impact on the financial well-being of our clients.


  • PERKS AND BENEFITS: Supportive managers and colleagues;
  • Positive work environment;
  • Room for career growth;
  • Convenient downtown office.
  • Strong benefits;
  • Strong base salary plus commission

And more


WHAT YOU WILL BE DOING:

  • Contributed significantly to the firm’s objective of net new asset growth,
  • Become an integral part of our team,
  • Understand clients' financial situations, risk tolerance, investment preferences, and long-term aspirations to provide tailored financial advice.
  • Address client inquiries, concerns, and requests promptly and professionally, ensuring a high level of client satisfaction
  • Conduct comprehensive financial analyses to assess clients' current financial status and develop personalized financial plans to meet their objectives.
  • Analyze investment options, retirement planning strategies, tax implications, and estate planning considerations to optimize clients' financial positions.
  • Provide guidance on asset allocation, portfolio diversification, and risk management strategies based on clients' financial goals and risk tolerance.


  • WHAT YOU BRING TO THE TABLE: Post-secondary education;
  • Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;
  • Excellent communication skills.
  • Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);

ABOUT US:

TPD is a leading workforce solutions provider.

Our mission is to help YOU succeed by providing access to opportunities - jobs, careers, and professional development. We partner with over 200 top companies across North America with a focus on placing Business Professionals, Warehouse & Distribution staff, and technical Mining and Aviation staff.

From flexible to permanent positions, we help people start careers, change careers, and advance careers in a way that works for you.

Let’s get to work

We are an Equal Employment Opportunity employer that values the strength diversity brings to the workplace. All qualified applicants, regardless of race, color, religion, gender, sexual orientation, marital status, gender identity or expression, national origin, genetics, age, disability status, protected veteran status, or any other characteristic protected by applicable law, are strongly encouraged to apply. Accommodations are available on request for candidates taking part in all aspects of the selection process

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