• We are seeking a Financial Advisor to join our team! You will deliver personalized investment, insurance and mortgage solutions to help clients work toward their long-term financial goals.

  Responsibilities:

• Advise clients on insurance & investment strategies and other financial decisions
• Advise clients on mortgage and credit products.
• Assess clients' assets, liabilities and overall financial conditions
• Prepare credit, insurance and investment presentations that explain various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

• Qualifications:

• Previous experience in banking, financing, insurance or other financially related fields an asset
• Licensing: life insurance, mortgage brokering a requirement. For the right candidate, we can provide training.
• Proven ability to communicate financial products
• Commitment to ongoing training
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• impeccable character
• Ability to multi-task in a fast paced environment with little supervision

Company DescriptionCommonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !Company DescriptionCommonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !