What you will do:
As a financial consultant, you will have the opportunity to help families plan ahead and become properly protected, become debt-free, and save money efficiently for their short-term, mid-term, and long-term goals.
Responsibilities:

• Coordinating and preparing for meetings with clients and prospects
• Processing monetary documents
• Reading and interpreting financial documents
• Collecting and analyzing financial data to construct financial reports
• Following up and updating client files to ensure accuracy and delivery
• Ensuring compliance with regulatory standards
• Maintaining client relations and provide ongoing services
• Contributing to the team with a positive and supportive work environment

Qualifications:

• Minimum 3 years of experience in customer/client facing roles
• Excellent verbal and written communication skills in English
• High level of time management and organization skills
• An asset to have experience in the Canadian financial services industry, preferably with a broker-dealer
• An asset to be fluent in at least one (1) other language outside of English or French

Powered by JazzHR

NhllTOi8Tw