Financial Consultant - Jobs in Toronto, Ontario, M2H2N5

Job Description

As a Financial Consultant you will play a crucial role in helping clients establish a roadmap to their financial success. You will leverage our unique Financial Needs Analysis to review clients #39; financial circumstances and objectives, developing strategies and solutions to meet their short-term and long-term needs. This role requires a combination of strong analytical skills, financial knowledge, and excellent communication abilities to ensure our clients achieve their financial goals.Key Responsibilities

• Client Assessment: Conduct thorough assessments of clients #39; financial status, including income, expenses, assets, and liabilities, to understand their financial goals and needs.
• Tax Planning: Collaborate with clients and tax professionals to develop tax-efficient strategies, such as maximizing deductions and credits, managing capital gains, and utilizing tax-advantaged investment options.
• Financial Education: Educate clients about financial concepts, investment principles, and best practices to enhance their financial literacy and empower them to make informed decisions.
• Compliance and Ethics: Adhere to legal and ethical standards in all client interactions, maintaining client confidentiality, and complying with industry regulations and guidelines, such as those set by regulatory bodies like the Financial Services Regulatory Authority of Canada (FSRA).

Qualifications

• Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret data and provide actionable insights.
• Financial Acumen: Solid understanding of financial principles, investment strategies, and tax planning.
• Communication Skills: Excellent verbal and written communication skills with the ability to present complex information clearly and concisely.
• Educational Background: Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
• Experience: 3 to 5 years of experience in a business analyst role, preferably within the financial services industry.

Additional Job Details

• Employment Type: Full-time
• Work Environment: In-office or Hybrid (case-by-case)
• Compensation: CAD 55,000 - CAD 70,000 per year (based on experience and qualifications)

Why Join UsAt PFSL/Primerica Inc., we offer a supportive and collaborative work environment where your contributions are valued. We provide opportunities for professional growth and development and a competitive compensation package. PFSL/Primerica Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Eligibility: Candidates must already be legally authorized to work in Canada.Join PFSL/Primerica Inc. and contribute to our mission of helping families achieve financial security and success. Apply now to become a part of our dynamic team!Powered by JazzHR