Financial Advisor - Toronto, Canada - FORTAX

FORTAX

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

FORTAX Private Wealth Corp. is seeking a qualified
Licensed Financial Advisor (Mutual Funds) with former experience in mutual funds to join our team. We are a Mutual Fund Dealer seeking to grow our advisory business. Our specialists strive to create unique, comprehensive, and efficient financial solutions for our clients. The FORTAX group offers Wealth Management, Tax Planning/Preparation/Advice, and Insurance services. We strive to make financial well-being a focus by channeling necessary resources into helping individuals increase their wealth
- one person, one family, and one business at a time. We are looking for an individual passionate about raising the standard of financial management.

About the Role

Responsibilities

Proactively develop strategies to bring new clients, while achieving sales targets
See the benefits of referring clients to our tax and insurance teams
Perform various timesensitive tasks
Respond promptly to client inquiries
Perform portfolio reviews, KYC and interact with clients
Perform internal and external risk assessments to ensure all relevant risks are appropriately identified, assessed, controlled, and monitored
Contribute to the development of the firm
Constantly create and facilitate appropriate business strategies as the markets, and the company evolve
Participate in seminars/webinars to expand knowledge and offer new strategies to clients

Requirements:

3+ years of previous experience in Mutual Funds
Mutual Fund Licensed

Knowledge, Abilities, and Skills

Thorough knowledge of Mutual Funds and investment products along with their benefits
Crossselling skills
Ability to act with thoughtfulness and good judgment while also maintaining confidentiality
Maintain a friendly, confident, professional, and respectful demeanor
Selfmotivated with a drive to learn more about the current and future state of the financial industry.
Detailoriented with an ability to analyze, collect, and disseminate information
Proven ability to successfully review and challenge business, client, and advisor risk management practices and outcomes with both an entrepreneurial and consumer experience mindset
Ability to prioritize key deliverables, multitask, and work well under pressure and deadlines
Work well in a team or independently

Schedule: