Financial Advisor

Stiller Financial is a financial firm located in Stratford, ON. We are dedicated to a comprehensive approach to each client’s financial plan, which is tailored to their individual goals, timeline, and situation. Our written financial plans will help clients to maximize returns and minimize risk in order to achieve their financial freedom.

Stiller Financial is a financial firm located in Stratford, ON. We are dedicated to a comprehensive approach to each client’s financial plan, which is tailored to their individual goals, timeline, and situation. Our written financial plans will help clients to maximize returns and minimize risk in order to achieve their financial freedom.

Job Title: Financial Planner

Job Description: We are seeking a highly motivated and knowledgeable Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients, helping them achieve their financial goals.

This role involves analyzing clients' financial situations, understanding their objectives, and developing personalized financial strategies.

Responsibilities:

1. Conduct thorough financial assessments for clients to understand their current financial status, goals, and risk tolerance.

2. Develop and implement customized financial plans based on clients' needs and objectives. 3. Provide advice on investment strategies, retirement planning, estate planning, and other financial matters.

4. Stay updated on market trends, investment products, and financial regulations to provide informed recommendations.

5. Collaborate with clients to review and adjust financial plans as needed to accommodate changes in their circumstances or market conditions.

6. Assist clients in making informed decisions about their financial future and provide ongoing support and guidance.

7. Monitor and manage investment portfolios to ensure alignment with clients' financial goals and risk tolerance.

8. Educate clients on financial planning principles and strategies to enhance their financial literacy.

9. Keep accurate records of client interactions and maintain confidentiality in handling sensitive financial information.

10. Stay compliant with industry regulations and ethical standards.

Requirements:

1. Bachelor's degree in finance, business, or a related field.

2. Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).

3. Proven experience as a Financial Planner or in a similar role.

4. Strong knowledge of financial planning principles, investment products, and market trends.

5. Excellent analytical and communication skills.

6. Detail-oriented with a high level of accuracy in financial calculations and projections.

7. Ability to build and maintain strong client relationships.

8. Proficient in financial planning software and Microsoft Office suite.

9. Knowledge of regulatory requirements and compliance standards.

10. Commitment to continuous professional development.

If you meet the qualifications and are passionate about helping clients achieve financial success, we invite you to apply for this rewarding Financial Planner position.

Please submit your resume and cover letter detailing your relevant experience.

Job Type: Full-time

Salary: $65,000.00-$75,000.00 per year

Schedule:

• Monday to Friday

Experience:

• Financial services: 2 years (required)

Language:

• English (required)

Ability to Commute:

• Stratford, ON N5A 5S9 (required)

Ability to Relocate:

• Stratford, ON N5A 5S9: Relocate before starting work (required)

Work Location: In person