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Sales and Finance Advisor
1 week ago
As a Financial Advisor, you will provide financial guidance and support to clients, helping them make informed decisions about their financial future.
Job Duties- Conduct comprehensive financial assessments for clients
- Develop personalized financial plans based on clients' goals and risk tolerance
- Provide investment advice and recommendations
- Monitor and review clients' financial situations regularly
- Assist clients in retirement planning, estate planning, and tax strategies
- Stay updated on market trends and investment opportunities
- Build and maintain strong client relationships through excellent customer service
- Utilize technology tools such as Salesforce for account management
Experience:
- Proven experience in outside sales or financial services but will train.
- Strong negotiation skills to achieve favorable outcomes for clients
- Familiarity with Salesforce or similar CRM software
- Ability to analyze market trends and tailor financial solutions to individual needs
- Prior experience in sales, account management, or technology sales is a plus
Benefits:
- Dental care
- Extended health care
- Onsite parking
Flexible Language Requirement:
- French not required
Supplemental pay types:
- Bonus pay
- Commission pay
Experience:
- sales: 1 year (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location:
In person
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