Company Information
Found in 2020, Alti Financial Inc. provides our clients with integrated wealth planning through a well-defined process which includes financial goal discovery, net worth analysis, asset allocation and investment strategies, retirement and estate planning, as well as financial planning. The end goal is to help clients maximize and protect their wealth while minimizing their tax burden.
We are currently looking for a proactive and detail-oriented Financial Advisor with strong problem-solving skills to join our financial team.
Key Responsibilities
- Meet with clients to analyze their financial situation, including income, expenses, assets, and liabilities, to develop personalized financial plans.
- Recommend suitable investment options, such as stocks, bonds, mutual funds, and other financial products, based on clients’ risk tolerance and financial goals.
- Create comprehensive financial strategies covering retirement planning, tax optimization, estate planning, insurance, and wealth management.
- Monitor financial markets, economic trends, and investment products to provide informed recommendations to clients.
- Advise clients on risk management strategies, including insurance coverage for life, health, disability, and property protection.
- Provide guidance on debt repayment strategies, mortgage planning, and credit management to help clients improve their financial health.
- Assist clients in tax-efficient investment strategies and identify ways to reduce tax liabilities through deductions, credits, and tax deferral methods.
- Ensure all financial recommendations and transactions comply with regulatory requirements and maintain accurate client records.
- Build and maintain long-term relationships with clients, conducting regular reviews to update financial plans based on life changes or market conditions.
- Identify potential clients, conduct financial seminars or workshops, and network to expand the client base and grow the consulting business.
Qualification & Skills
- A bachelor’s degree in economics, finance, commerce, or other related fields.
- Minimum 1-2 years of experience in financial services, sales, or customer service.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to explain complex financial concepts in simple terms.
- Knowledge of financial markets, tax laws, and investment strategies.
- Commitment to ethical standards and client-first principles.
Job Location
210-3190 Steeles Avenue East
Markham, ON
L3R 1G9
Terms of Employment
Permanent, Full-time
40 hours per week, Monday to Friday
Wage & Benefits
$35.00 per hour, based on experience and skills
Vacation & paid time off
How to Apply
If you think you might be a great fit with our team, please send your resume by email to info@altifin.ca with the subject of “Financial Advisor”. We thank everyone in advance for their interest in this job opportunity; however, only those candidates under consideration will be contacted directly.
