Personal Finance Advisor in Hybrid

Position: Personal Finance Advisor in Hybrid Setting
Become a Personal Finance Advisor in a hybrid work environment, engaging directly with clients to optimize their financial strategies. Your guidance can help clients meet their ambitions.

This role requires a Bachelor’s degree and 3 to 5 years of financial planning experience. You will be tasked with advising clients on trust accounts, identifying their financial objectives, and conducting thorough financial record analyses. Additionally, you will create customized financial plans while recommending smart investment and insurance solutions.

Key Responsibilities:

• Advise clients on trust account investment strategies

• Identify and clarify clients’ financial goals

• Analyze financial records thoroughly and accurately

• Create and deliver personalized financial plans

• Recommend cash management and retirement strategies

Requirements:

• Bachelor’s degree or equivalent qualification

• 3 to 5 years of relevant financial planning experience

• Familiarity with desktop publishing tools

• Authorized to work in Canada

• Willingness to relocate as necessary

Drive impactful financial outcomes for clients while advancing your career in a supportive hybrid workplace.
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