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investment consultant

Posted on November 17, 2024 by Employer details Monarch Wealth Systems

Job details

*Job Summary* *About the Role* As an Investment and Insurance Advisor at Monarch Wealth System Inc., you will play a vital role in helping clients achieve financial security and long-term growth. You will work closely with individuals and businesses to understand their financial needs, develop customized strategies, and provide expert guidance on investments, wealth management, and insurance products. *Key Responsibilities* * Build and maintain strong client relationships through personalized financial planning and regular communication. * Assess clients' financial situations, goals, and risk tolerance to recommend tailored investment and insurance solutions. * Provide expert advice on a wide range of products, including mutual funds, retirement savings plans, life insurance, and more. * Conduct financial reviews and develop comprehensive strategies to help clients achieve their short- and long-term objectives. * Stay informed about market trends, financial products, and regulatory changes to provide up-to-date advice. * Identify new business opportunities through networking, referrals, and community involvement. * Ensure compliance with industry standards and company policies in all client interactions. * Collaborate with internal teams to deliver exceptional client service and meet performance targets. *Qualifications* * A post-secondary degree in Finance, Business Administration, or a related field. * Certification or licensing in financial advising (e.g., CSC, PFP, CFP, LLQP, CIMor other relevant credentials). * Strong knowledge of investment products, insurance solutions, and financial planning principles. * Proven experience in a similar role within the financial services industry is an asset. * Excellent interpersonal and communication skills with a client-focused mindset. * Ability to work independently and manage multiple priorities effectively. * Proficiency in financial planning software and Microsoft Office Suite. *What We Offer* * Competitive compensation structure with performance-based incentives. * Comprehensive training and ongoing professional development opportunities. * Access to a wide range of financial products and support systems. * A collaborative and supportive work environment. * Opportunities for career advancement within the company. If you are passionate about finance and dedicated to helping clients succeed in their investment journeys, we invite you to apply for this exciting opportunity! Job Type: Full-time Additional pay: * Commission pay Benefits: * Flexible schedule Schedule: * Monday to Friday Work Location: Hybrid remote in Halifax, NS B3J 3N6