Full-Time Financial Advisor at GreenTech

Join GreenTech Resources Worldwide Canada as a Financial Advisor, where you'll provide personalized financial strategies and build lasting client relationships in a full-time role.
This position involves assessing client needs, developing tailored financial plans, and monitoring portfolios to ensure alignment with goals. You will recommend investment products, prepare thorough documentation, and stay updated on market conditions to deliver informed advice.
Key Responsibilities:
• Meet clients to assess financial needs and objectives
• Develop personalized financial plans and investment strategies
• Recommend a range of financial products and services
• Monitor and adjust client portfolios as needed
• Prepare and maintain accurate client records
Requirements:
• Post-secondary education in finance or related field
• Proven experience in financial services or investment advising
• Strong knowledge of financial products and market principles
• Proficienc...