About the job

Company Description

The Maritime Financial Group is a leading financial institution in Trinidad and Tobago, providing a wide range of specialised financial services. Our highly trained team of Financial Advisors and Team Members guide clients in selecting the best solutions for their financial needs, including life insurance, pensions, general insurance, finance, trust and leasing services, and retail services.

Role Description

This is a full-time Financial Advisor role based in Port of Spain, with flexibility for some remote work. As a Financial Advisor, you will be responsible for providing expert financial planning and advisory services to clients. This includes retirement planning, investment advice, and assisting clients in making informed financial decisions. In addition, you will analyze financial data, develop comprehensive financial plans, and educate clients on financial strategies.

Qualifications

Financial Planning and Financial Advisory skills
Strong knowledge of finance principles and practices
Experience in retirement planning and investment management
Excellent analytical and problem-solving abilities
Effective communication and interpersonal skills
Ability to work independently and as part of a team
Relevant certifications such as CFP or CFA would be an asset
Bachelor's degree in Finance, Economics, or a related field
Working vehicle and valid drivers license is a necessity
Ability to work with little to no supervision

The Maritime Financial Group

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Financial Advisor