NOC 11102 - Financial advisors

Job Summary

Provide tailored financial advice and develop strategies to help clients meet short- and long-term financial objectives. Build and maintain client relationships while monitoring portfolios and market conditions.

Main Duties

• Meet with clients to assess financial needs, objectives, risk tolerance, and current financial situation.
• Develop personalized financial plans and investment strategies based on client goals and market analysis.
• Recommend financial products and services, such as investment vehicles, retirement plans, insurance, and tax-efficient strategies.
• Monitor client portfolios, review performance, and adjust recommendations in response to market changes or life events.
• Prepare and maintain accurate client records, documentation, and compliance-related files.
• Stay informed of economic trends, regulatory changes, and new financial products to provide up-to-date advice.

Requirements

• Post-secondary education in finance, business, economics, accounting, or a related field.
• Proven experience in financial services, investment advising, or a related client-facing role.
• Strong knowledge of financial products, investment strategies, and market principles.
• Proficiency with financial planning and portfolio management software and standard office applications.
• Excellent communication, interpersonal, and client relationship management skills.
• Willingness to complete industry-required registrations or certifications and to undergo background checks as applicable.

Required Skills

• Financial analysis and portfolio evaluation
• Client relationship building and account management
• Investment strategy development and risk assessment
• Effective verbal and written communication
• Use of financial planning and reporting tools
• Regulatory and compliance awareness

Benefits

• competitive wages
• supportive work environment
• opportunities for growth
• training support
• other employer-specific benefits depending on the position and location

About GTR Worldwide

We are a Canadian immigration, recruitment, and settlement company based in Canada, with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment, education, immigration, recruitment, and settlement. At GTR Worldwide, we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed, prepared, and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada.