Investment Advisor - Personal Finances
Taraz Services started in 2013 as a family-owned business in Greater Vancouver and Fraser Valley. If over 8 years’ experience has taught us anything, it is building relationship with our clients and community. We’ve helped hundreds of businesses and individuals with their financial needs. Our consultants are here to help you to secure a stable economic future. We focus on long term service with a personalized approach and our founder Hassan Naraghi personally works with each and every account to make sure that our consultants follow through on our promise.
We are now looking for an Investment Advisor – Personal Finances to further strengthen our team and help grow business activities to the next level. If you believe you are a qualified applicant, please kindly send us you resume.
About this job
Salary: $36.00 - $38.00 Hourly
Benefits: Medical benefits, Dental benefits
Job Type: Full-time, Permanent, 30-40 hours per week
Starting Date: As soon as possible
Location: North Vancouver, B.C.
As an Investment Advisor you will....
l Establish business relationships with clients and prospect, build, and retain a client base
l Meet with customers, analyzing their financial records and identify their needs
l Advise clients on implementing the financial plan to help them achieve their goals
l Help arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability
l Provide education, counselling, and consultation related to investments and finances
l Research, gather, and analyze data to make effective and profitable decisions on behalf of customers
l Design financial strategies and oversee the financial planning and management of portfolios
l Help to expand business and attract new clients
The qualification we need…
· A university degree in finance
· Good knowledge in stocks, futures, options, etc.
· Experience in investing and financial related career
Reference ID: Tarazacc
Job Types: Full-time, Permanent
Salary: $36.00-$38.00 per hour