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Financial Advisor

销售代理 全职 长期工 白班/在家工作
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电话: 6476745480
联系人: Roc 6476745480
电子邮件: financial.guo@gmail.com
信息发布于: 2025-12-17
地理位置: 大多地区
查看: 63
职位类别: 全职长期工
雇主描述: EMPYREAN CAPITAL
招聘人数: 1
语言要求: 无要求
其他要求: 无要求
上班日期: 立即

详细信息

Company Description

EMPYREAN CAPITAL is based in the Greater Toronto Area, Canada. The company is recognized for its commitment to financial growth and strategic investments within dynamic markets. EMPYREAN CAPITAL focuses on empowering clients to achieve their financial goals by providing expert advice and tailored solutions.


Role Description

This is a full-time hybrid role for a Financial Advisor located in the Greater Toronto Area, Canada, with flexibility for partial remote work. The Financial Advisor will assist clients with financial planning, designing retirement and investment strategies, and offering expert financial advisory services. Responsibilities include assessing client needs, developing customized financial plans, monitoring portfolio performance, and ensuring that investment strategies align with long-term goals.


Requirements
Strong interest in insurance and financial sales
College diploma or higher
Basic English proficiency and the ability to pass the LLQP exam
LLQP license holders preferred (training provided if needed)
Legally authorized to work in Canada
We Offer
LLQP training upon hiring, with exam fee reimbursement
Free office space and administrative support
Competitive commission and bonus structure
Flexible work schedule (full-time/part-time)
Location: Toronto and surrounding areas (Hybrid option available)
Qualifications
Proficiency in financial planning, retirement planning, and wealth management
Strong knowledge of finance and investments
Ability to develop tailored financial strategies to meet clients’ needs
Excellent interpersonal and communication skills to build and maintain client relationships
Bachelor’s degree in finance, economics, or a related field
Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly advantageous
Experience in client management and ability to work in a hybrid environment

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