Location
kingston
Job Type
Full-time
Posted
July 09, 2026
Job Description
Elevate financial portfolios as a Client-Focused Investment Advisor at CFMWS. Use your expertise in financial planning and investment strategies to enhance the financial wellbeing of CAF members.
As part of CFMWS, your primary role will focus on developing personalized investment solutions for clients. You'll need strong skills in budgeting, cash flow management, and mutual fund investments to provide tailored advice. Building effective client relationships and attention to detail will be key in ensuring their financial security.
Key Responsibilities:
• Develop personal business plans for client relationships
• Analyze needs and recommend tailored investment solutions
• Present comprehensive financial plans to clients
• Collaborate with management on business development
• Follow up for client satisfaction and necessary adjustments
Requirements:
• Diploma in Business Administration or equivalent
• Completi...
As part of CFMWS, your primary role will focus on developing personalized investment solutions for clients. You'll need strong skills in budgeting, cash flow management, and mutual fund investments to provide tailored advice. Building effective client relationships and attention to detail will be key in ensuring their financial security.
Key Responsibilities:
• Develop personal business plans for client relationships
• Analyze needs and recommend tailored investment solutions
• Present comprehensive financial plans to clients
• Collaborate with management on business development
• Follow up for client satisfaction and necessary adjustments
Requirements:
• Diploma in Business Administration or equivalent
• Completi...