Financial Advisor Job at Commonwealth Financial, Canada

NXdLTnQ2ckZHUFNYc3poNDJoZGNJOUduTnc9PQ==
  • Commonwealth Financial
  • Canada

Job Description

Job Description

Job Description

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

    Responsibilities:

  • Advise clients on insurance & investment strategies and other financial decisions
  • Advise clients on mortgage and credit products.
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare credit, insurance and investment presentations that explain various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base
  • Qualifications:

  • Previous experience in banking, financing, insurance or other financially related fields an asset
  • Licensing: life insurance, mortgage brokering a requirement. For the right candidate, we can provide training.
  • Proven ability to communicate financial products
  • Commitment to ongoing training
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
  • impeccable character
  • Ability to multi-task in a fast paced environment with little supervision
Company Description

Commonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !

Company Description

Commonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !

Job Tags

Similar Jobs

Berkel & Company Contractors, Inc.

CAD Designer - AutoCAD Job at Berkel & Company Contractors, Inc.

 ...Berkel & Company is seeking an experienced CAD Designer to join our growing team in Nashville, TN. As a CAD Designer, you will work on a wide variety of Geo-Structural projects. You will directly collaborate with the Engineering and Project Management teams in this role... 

Apex Systems

SQL Database Analyst Job at Apex Systems

This range is provided by Apex Systems. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.Base pay range $50.00/hr - $60.00/hrApex Systems is currently hiring for a SQL Database Analyst with one of our large government... 

PracticeLink

Cardiology - Electrophysiology Physician Job with UK Kings Daughters in Ashland, KY (Ashland) Job at PracticeLink

 ...amenities. Employer Information Kings Daughters Medical Center is an equal-opportunity employer. Job Details Seniority level: Entry level Employment type: Full-time Job function: Health Care Provider Industries: Hospitals and Health Care #J-18808-... 

Confidential

Senior Vice President, Chief Compliance Officer Job at Confidential

 ...Senior Vice President, Chief Compliance Officer About the Company Large diversified financial services organization Industry...  ...Categories Financial Services Asset Management Banking & Mortgages Insurance Investing Finance Financial Advisers... 

Choice Translating

NC - American Sign Language (Freelance) Interpreter Job at Choice Translating

We Need Your Help We are looking for on-site contractor interpreters to join our team of talented interpreters to cover Charlotte and surrounding areas in the following languages: American Sign Language (ASL) Qualifications: To be based in Charlotte or the surrounding...