Role Overview

We are seeking a motivated and experienced Financial Consultant to join our team. In this role, you will provide expert financial advice and planning services to our clients, help them achieve their financial goals, and contribute to the growth of our business.

Key Responsibilities

• Meet with clients to understand their financial goals, circumstances and risk tolerance.
• Analyze clients’ financial information (income, expenses, assets, liabilities, investments).
• Develop personalized financial plans covering areas such as investments, retirement, insurance, tax strategy, estate planning.
• Recommend appropriate financial products and strategies, monitor client portfolios, and make adjustments as needed.
• Keep up-to-date with market trends, economic indicators and regulatory changes.
• Build and maintain strong client relationships; generate new business through referrals, networking and semi...