Sales and Finance Advisor

6 months ago


Etobicoke, Canada APPROVED MOTORS Full time

We are seeking a dynamic and motivated Sales & Financial Advisor to join our team. 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
- On-site 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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