JOBS

Financial Advisor Hybrid (Manotick)

Ottawa (ON) Both (on-site & remote)
Opportunity Number: 2073369
Duration
Permanent
IndustrySpecialization
Financial ServicesFinance & Accounting
LanguageSecurity Clearance
English verbal and writtenNot required
Start PeriodDate Posted
ASAPFriday, September 23, 2022
Job Description

Our client in the financial services industry is seeking a financial advisor to join their team on a permanent basis! This is hybrid position (fully on-site for training) which offers a great benefits package. The ideal candidate will have2-3 years working as a financial advisor preferably in banking.

Roles and Responsibilities

  • Review and respond to clients changing needs and financial circumstances
  • Service existing insurance policies and investment portfolios
  • Provide exceptional relationship attention and service to all clients
  • Conduct in-depth reviews of clients' financial circumstances, current situation and future goals
  • Explain issues and concepts related to the overall financial planning process
  • Input client data in financial planning software and identify problem areas and opportunities
  • Prepare potential solutions and motivate prospect/client to take action to implement solutions
  • Follow through on the Financial Planning by implementation of product solutions
  • Recommend and explain different types of product solutions to clients and guide them to choose the most appropriate for their situation
  • Investments – analyze portfolios, prepare reviews, track top funds/portfolios developed by advisors using appropriate tools
  • Insurance – life, mortgage, critical illness, disability and segregated funds
  • Maintain proper documentation following preset guidelines/compliance


Qualifications and Experience
Must have:

  • 2-3 years working as a financial advisor
  • Holds a mutual funds license
  • Completion of MFDA Mutual funds course OR Canadian Security course



We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.

Opportunity Number: 2073369

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