Job Overview

Join our agile team as an Independent Financial Advisor, where you will empower clients to achieve their financial goals through expert guidance and personalized strategies. This role offers an exciting opportunity to leverage your financial expertise, build lasting relationships, and make a meaningful impact on individuals’ financial well-being. As an integral part of our advisory network, you will provide comprehensive financial planning, investment advice tailored to each client’s unique needs. Your proactive approach and solid analytical skills will drive client satisfaction and foster long-term trust.

Duties
Develop customized financial plans by analyzing clients’ current financial status, including assets, liabilities, income, and expenses
Provide expert advice on investment options, retirement planning, tax strategies, and cash management to optimize clients’ financial health
Conduct thorough research on market trends, financial products, and regulatory changes to inform sound recommendations
Maintain ongoing communication with clients to review progress, adjust plans as needed, and ensure their evolving needs are met




Monitor clients’ portfolios regularly to identify opportunities for growth or risk mitigation

Requirements
Proven experience or strong interest in sale of financial services
Effective communication skills to explain financial concepts clearly and build client rapport
Ability to work independently while managing multiple client accounts efficiently
Relevant certifications or licenses in finance or advisory services are a plus but not mandatory
Preference is given to candidates already have passed CSC.
Candidates with other financial area license e.g. Life Insurance or Mortgage broker, are welcome to apply as part time to earn extra income.

Join us in shaping brighter financial futures! We are committed to supporting your skilled growth through ongoing training and development opportunities. All roles are commssion based where sky is the limit.

Pay: $35,756.84-$98,375.51 per year

Benefits:
Dental care
Extended health care
Flexible schedule
Vision care

Work Location: In person

📌 Independent Financial Advisor Toronto
🏢 Rockbase Capital
📍 Toronto