Financial Advisor

1 month ago

Golden Horseshoe Ontario, CA VentureTech Solutions Full time

Qualified and Proven Inbound Calls Provided.

Collections/Consolidation and Credit Card Debt Experience Preferred, Not Required.

Compensation: Paid Training + Ample opportunity for advancement in compensation and responsibility. Top advisors make 100k plus.

Benefits offered: Full benefits package and RSP with 50% company match.

Schedule: Mostly during the week with some weekend requirements (Saturday).

Proficient in English is a must. Bilingual preferred, not necessary (Spanish or French).

Our Financial Advisors help customers in budgeting, managing their finances, and eliminating unsecured debt.

  • A strong communicator who enjoys talking with people over the phone, or in person, and helping them make an impactful decision for themselves and/or family.
  • The Financial Advisor determines financial position, goals, and debt obligations by interviewing clients, examining bills, and payment schedules.
  • Financial Advisors help inspire potential clients to take action with a financial program to help them with their outstanding debts.
  • The Financial Advisor uses financial resources by examining income, assets, and expenses.
  • Develop a financial plan for the client where necessary by reducing high-interest debt.
  • Previous experience in debt consolidation, credit and/or collections, financial planning, and sales preferred – not required. Customer service skills are a must
  • Strong people skills and the ability to communicate effectively (orally and in written form).
  • Fact-gathering skills.
  • Knowledge and use of PC systems.
  • Ability to work independently while meeting deadlines/goals.
  • Self-motivated, willingness to constantly improve.
  • Attention to detail and be able to multitask and prioritize work on a daily basis.
  • Bilingual (Spanish / English) preferred, not necessary.

Many of the successful hires we have made over the past few years have come from inside sales / call center environments. An added plus for a Financial Counselor would be to come from the Mortgage or Collections industry.

We provide an in-house training program and certification. No experience necessary.

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