Financial Services Professional Entry Level
4 weeks ago
Company Description
Company focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability.
Role Description
There are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients with financial planning, investment strategy, and insurance coverage. This role will also focus on building long-term relationships with clients by understanding their needs and goals, and providing ongoing support and advice to help them achieve financial wellness.
Qualifications
- Strong interpersonal and communication skills
- Excellent problem-solving skills
- Strong attention to detail and accuracy
- Willingness to continuously learn and adapt to changing market conditions and regulatory requirements
- Ability to work independently and as part of a team
- Will be required to obtain Life and Accident Sickness license. We will guide successful candidates through this process.
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Financial Services Professional Entry Level
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