Client-Focused Investment Advisor Role (Kingston)

Overview

Join the CFMWS team as an Investment Advisor dedicated to providing exceptional investment solutions for CAF members. Bring your expertise in financial planning to enhance their investment portfolios.

Role Requirements

This position, reporting to the District Manager, requires a deep understanding of budgeting, cash flow management, and mutual fund investments. Build solid client relationships and develop targeted strategies to support financial security and long-term planning.

Key Responsibilities

• Manage personal business plans for effective client relationships
• Analyze and recommend investment solutions based on needs
• Present financial plans to deepen client engagement
• Work with management on business development strategies
• Conduct follow-ups to ensure client satisfaction

Requirements

• Diploma in Business Administration or related field
• S...