Jobs

Advanced Visa Sponsored Financial Advisor Jobs In Australia For 2023-24 :Apply Now

Host Country

Australia

Deadline

VARYING

Target audience

INTERNATIONAL APPLICANTS

Program Overview

We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Financial Advisor Responsibilities:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

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Financial Advisor Requirements:

  • Bachelor’s degree in business, finance, or related field.
  • 1-2 years of sales experience.
  • Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
  • Life and health license.
  • Valid driver’s license.
  • Knowledge of mutual funds, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Comfortable using a computer for various tasks.
  • Experience providing quality financial advice.

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Administrative assistant


January 19, 2023
Independent Financial Advisor
LocationCalgary (AB)
Salary: $19.00 hourly

We are seeking an Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive company success. We are a team of Financial Advisors looking to bring on some support for our admin duties.

Work will be 90% from home with very flexible hours. Some in office training will be required, especially at the beginning for training. Once that is complete expect the role to be almost exclusively from home. Everyday a list of tasks will be provided to the Admin Assistant and they will be expected to complete the tasks within the 9am to 5pm timeframe. 2 hours of work is expected each day.

Additional Compensation is available for assisting in bringing on new clients

Responsibilities:

  • Draft correspondences and other formal documents
  • Develop and maintain a compliance regime
  • Plan and schedule appointments and events

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HOW TO APPLY

Financial and investment analysts

  • January 17, 2023
  • Aegon
  • LocationVancouver (BC)
  • Salary:

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

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients’ assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients

Qualifications:

  • Willing to get a provincial license
  • Willing to work on zoom
  • Willing to have entrepreneur mindset
  • Excellent written and verbal communication skills

HOW TO APPLY

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Customer and information services supervisors

  • January 11, 2023
  • CORNERSTONE CREDIT UNION
  • LocationTisdale (SK)
  • Salary: 44358.57 salary

Are you great with numbers, and even better at building relationships? We’re looking for a finance-savvy, dedicated Financial Services Advisor to join our Tisdale Branch of Cornerstone Credit Union!

To be considered for our Financial Services Advisor position, you must have a post-secondary education in business; plus, a minimum one to three years of job-related experience including working knowledge of deposit and lending products and services, or an equivalent combination of education or experience. Previous experience with selling mutual funds products or prior completion of the mutual funds sales course is preferred.

You also must show exceptional communication skills, strong problem-solving skills and the ability to build and develop strong working relationships.

HOW TO APPLY

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Financial services consultant

  • January 16, 2023
  • Scotiabank
  • LocationClarke City (QC)
  • Salary

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

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients’ assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients

HOW TO APPLY

Financial analyst

  • January 17, 2023
  • Servus Credit Union
  • LocationEdmonton (AB)
  • Salary not available

HOW TO APPLY

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Financial sales representatives

  • January 20, 2023
  • Conexus Credit Union
  • LocationLemberg (SK)
  • Salary

Were looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

Experience:
Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management
License and experience in selling Mutual Funds is required; or working towards designation
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

HOW TO APPLY

Senior investment officer

  • January 18, 2023
  • Scotiabank
  • LocationSherbrooke (QC)
  • Salary

HOW TO APPLY

SOURCE: OFFICIAL WEBSITE

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