Financial Advisor

  • Financial Advisor

    Join one of Canada’s leading financial institutions! Lock Search Group is currently recruiting for an experienced Financial Advisor to join one of Canada’s major banks. As a key individual working with a team to service and advise some of the banks most unique clients we are looking for an experienced, knowledgeable and well-educated investment professional who is strong with financial modelling, investments and servicing the top tier clients. If you have a strong, proven financial management background, and elevated experience in working in a client-facing role, then this may be the opportunity you’ve been waiting for!


    Key Responsibilities:

    • Develop a strong and thorough understanding of the individual’s objectives
    • Be the primary relationship manager for clients
    • Leverage technical knowledge and financial expertise to advise clients and provide top-tier service
    • Take ownership of daily client financial goals and delivery of their plans
    • Become a trusted financial advisor and provide investment analysis, recommendations and investment strategies
    • Collaborating with internal investment teams to ensure investment strategies will meet clients’ goals and needs


     Qualifications:

    • Postsecondary education in Business, Finance, Economics or Accounting preferred
    • CFA or CIM/CIF, PFP or other Financial Planning Designation
    • Completed the CSC
    • Excellent communication and client-facing skills
    • Minimum 5+ years’ experience in investment management
    • Strong financial analysis experience, along with experience in managing portfolios (individual investments, estates, trusts, pension plans, foundations etc.)
    • Understanding of potential risks and tax implications on investment returns


    Interested? Please send your resume to Frank Joe at fjoe@locksearchgroup.com.