Allianz

Financial Advisor

Allianz

Toronto, ON, Canada
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a financial expert with a passion for helping individuals and businesses achieve their financial goals? Are you looking for a dynamic and fulfilling career in the fast-paced world of finance? If so, consider joining our team at Allianz as a Financial Advisor. As a global leader in insurance and asset management, Allianz offers a diverse and challenging work environment for professionals like you to excel and make a difference. With a focus on delivering personalized financial solutions and building strong relationships with our clients, we are seeking candidates who are driven, knowledgeable, and client-centric. If this sounds like you, read on to learn more about our exciting opportunity.

  1. Provide financial advice and guidance to clients based on their individual financial goals and needs.
  2. Develop and maintain strong relationships with clients to understand their evolving financial situations and offer appropriate solutions.
  3. Conduct thorough financial analyses and evaluations to identify areas for improvement and present recommendations to clients.
  4. Stay up-to-date on industry trends, regulations, and best practices to provide clients with the most relevant and accurate advice.
  5. Collaborate with other team members and departments to ensure a comprehensive and seamless client experience.
  6. Meet and exceed sales targets by identifying potential clients, networking, and actively pursuing new business opportunities.
  7. Educate clients on various financial products and services offered by Allianz and help them make informed decisions.
  8. Maintain accurate and up-to-date records of client interactions, transactions, and progress towards financial goals.
  9. Actively participate in training and professional development opportunities to enhance knowledge and skills.
  10. Uphold ethical standards and comply with all company policies and procedures.
  11. Contribute to the overall success of the company by continuously seeking ways to improve processes and services.
Where is this job?
This job is located at Toronto, ON, Canada
Job Qualifications
  • Strong Understanding Of Financial Markets, Investment Products, And Financial Planning Strategies.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Bachelor's Degree In Finance, Accounting, Economics, Or Related Field.

  • Certification As A Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa).

  • Minimum Of 3-5 Years Of Experience In Financial Planning, Investment Management, Or Related Field.

Required Skills
  • Financial Planning

  • Market Research

  • Investment Management

  • Risk assessment

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Client Relationship

  • Tax Planning

  • Insurance Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Toronto, ON, Canada is between $60,000 and $100,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific industry or company the advisor works for. Senior financial advisors with a large client base and extensive experience may earn salaries above this range. Additionally, commission and bonuses may also contribute to a financial advisor's overall earnings.

Additional Information
Allianz is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 15th, 2024
Apply BeforeSeptember 18th, 2025
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About Allianz

Allianz SE engages in the provision of insurance and investment advisory services. It operates its business through following segments: Property-Casualty, Life/Health, Asset Management, and Corporate and Other. The Property-Casualty segment offers motor liability and own damage, accident, general liability, fire and property, legal expense, credit, and travel insurance.

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