Vision Financial Group Inc. (operating as Sharma Wealth Management) is a 17 year old Financial Services Company based in Toronto, ON. We are involved in Investment Planning, Risk Management. Estate Planning, Banking, Group Plans, and Tax Planning. Offered to both Corporate and Individual clients.
We are recognized as a High achieving organization by our dealer partners and our clients.
The company is in growth mode and we need talented professional to join our team and share in our success. If you are dynamic and looking for a client focused role, then we are interested in exploring this opportunity in more detail with you
Associate Financial Advisor - Wealth Management :
You are passionate financial planner have 5 years minimum experience in Financial Planning, Investment Planning, (all aspects), client servicing, and digital marketing. Experience in dealing with High net worth clients and business owners.
You want to grow and expand your skills and are looking for new challenges with a dynamic organization .
1. Navi Plan or any other financial planning software knowledge
2. Proficient in creating financial plans like retirement, investment, risk management and estate planning
3. Portfolio proposal
4. Comfortable in dealing with clients and prospects from all walk of life life individuals, professionals, business owners etc.
5. Knowledge of digital marketing & SEO.
Job Type: Full-time
Salary: $60,000.00 to $95,000.00 /year