Job Details ( Inactive job )

Financial Advisor

  • Posted by : World Financial Group

 July 14, 2020 - August 08, 2020

  • Job category : Bank & Insurance


Job Description

Job Description:

We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.


Advise clients on investment strategies and other financial decisions

Assess clients' assets, liabilities and overall financial conditions

Prepare presentations that recommend various financial products

Review and communicate portfolio performances to clients

Network and build relationships with new and existing client base ​


Previous experience in banking, financing, or other related fields

Familiarity with investment products and services

Ability to build rapport with clients

Strong analytical and critical thinking skills

Excellent written and verbal communication skills

Independent Broker


Opportunity: WORK FROM HOME

Job Id : JFC-71331
Vacancy : 2
Location : Edmonton - AB, Alberta, CANADA