NOC 11102 - Financial advisors

GreenTech Resources Worldwide Canada•Estevan, SK

22h

About The Position

Provide tailored financial advice and develop strategies to help clients meet short- and long-term financial objectives. Build and maintain client relationships while monitoring portfolios and market conditions.

Requirements

Post-secondary education in finance, business, economics, accounting, or a related field.
Proven experience in financial services, investment advising, or a related client-facing role.
Strong knowledge of financial products, investment strategies, and market principles.
Proficiency with financial planning and portfolio management software and standard office applications.
Excellent communication, interpersonal, and client relationship management skills.
Willingness to complete industry-required registrations or certifications and to undergo background checks as applicable.

Nice To Haves

Financial analysis and portfolio evaluation
Client relationship building and account management
Investment strategy development and risk assessment
Effective verbal and written communication
Use of financial planning and reporting tools
Regulatory and compliance awareness

Responsibilities

Meet with clients to assess financial needs, objectives, risk tolerance, and current financial situation.
Develop personalized financial plans and investment strategies based on client goals and market analysis.
Recommend financial products and services, such as investment vehicles, retirement plans, insurance, and tax-efficient strategies.
Monitor client portfolios, review performance, and adjust recommendations in response to market changes or life events.
Prepare and maintain accurate client records, documentation, and compliance-related files.
Stay informed of economic trends, regulatory changes, and new financial products to provide up-to-date advice.