We are seeking a motivated and experienced Financial Advisor to join our team at Investco Financial. The Financial Advisor will play a pivotal role in delivering personalized financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their long-term objectives.
Responsibilities:
- Provide personalized financial planning and investment advice to clients based on their goals, risk tolerance, and financial situation.
- Develop and implement customized financial strategies, including retirement planning, investment management, tax planning, estate planning, and risk management.
- Conduct comprehensive financial reviews and needs analysis for clients to identify opportunities and risks.
- Recommend suitable investment products, insurance solutions, and wealth management services to meet client needs.
- Build and maintain strong client relationships through regular communication, meetings, and reviews.
- Stay updated on market trends, economic conditions, and industry regulations to inform investment decisions and strategies.
- Collaborate with internal teams, including portfolio managers, analysts, and support staff, to deliver exceptional service and support to clients.
- Achieve sales targets and revenue goals through proactive business development and client acquisition efforts.
- Maintain accurate client records, documentation, and compliance with industry standards and regulatory requirements.
Requirements:
- Bachelor's degree in finance, business, economics, or a related field.
- Industry designations such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent are an asset.
- 3-5 years of experience as a Financial Advisor or Wealth Manager, preferably in a commission-based role.
- Proven track record of success in financial planning, investment management, and client relationship management.
- Strong knowledge of financial products, investment strategies, and industry best practices.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work independently and collaboratively in a team environment.
- Results-oriented mindset with a focus on delivering exceptional value and service to clients.
- Ethical conduct and compliance with regulatory standards in the financial services industry.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
