Financial Services Consultant

2 days ago


Canada Talwinder Sidhu Full time
Talwinder Sidhu is a leading provider of financial services, including life insurance, disability insurance, mutual funds, and critical illness coverage. Our team is dedicated to helping clients achieve their financial goals through personalized consulting and customer service. As a part-time hybrid role, this position will be responsible for sales consulting, customer satisfaction, communication, and customer service. The ideal candidate will have strong sales consulting and consulting skills, as well as experience in financial services or sales. Knowledge of insurance products and investment options is also essential. If you are a goal-oriented and self-motivated individual with a passion for helping others, we encourage you to apply. **Key Responsibilities:**

* Provide exceptional customer service and sales consulting to clients
* Develop and maintain strong relationships with clients
* Stay up-to-date on industry trends and product offerings
* Meet or exceed sales targets
* Collaborate with the team to achieve business objectives

**Requirements:**

* 2+ years of experience in sales or financial services
* Strong communication and customer service skills
* Ability to work in a fast-paced environment
* Proficiency in Microsoft Office
* Strong problem-solving and analytical skills

**What We Offer:**

* Competitive salary and commission structure
* Opportunities for professional growth and development
* Collaborative and dynamic work environment
* Recognition and rewards for outstanding performance

If you are a motivated and results-driven individual who is passionate about helping others, we encourage you to apply for this exciting opportunity.

  • Canada Experior Financial Group Full time

    ROLE/DESCRIPTIONExperior Financial Group Inc. is one of the fastest-growing MGAs in North America. Established in 2014, our Canadian Headquarters are in Guelph, Ontario and our USA headquarters are in Cheektowaga, New York. Our Mission statement is "Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow."This is an...


  • Canada Experior Financial Group Full time

    ROLE/DESCRIPTIONExperior Financial Group Inc. is one of the fastest-growing MGAs in North America. Established in 2014, our Canadian Headquarters are in Guelph, Ontario and our USA headquarters are in Cheektowaga, New York. Our Mission statement is "Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow."This is an...


  • Canada Experior Financial Group Full time

    ROLE/DESCRIPTIONExperior Financial Group Inc. is one of the fastest-growing MGAs in North America. Established in 2014, our Canadian Headquarters are in Guelph, Ontario and our USA headquarters are in Cheektowaga, New York. Our Mission statement is "Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow."This is an...


  • Canada Experior Financial Group Full time

    ROLE/DESCRIPTION Experior Financial Group Inc. is one of the fastest-growing MGAs in North America. Established in 2014, our Canadian Headquarters are in Guelph, Ontario and our USA headquarters are in Cheektowaga, New York. Our Mission statement is "Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow." This is...


  • Canada Experior Financial Group Full time

    Established in 2014, our Canadian Headquarters are in Guelph, Ontario and our USA headquarters are in Cheektowaga, New York. Our Mission statement is "Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow."You will be supported and coached by an existing team of Financial Associates, Senior Managers, and qualified...

  • Financial Consultant

    4 weeks ago


    Canada All About Home Care Inc. Full time

    Financial Consultant RoleThe Financial Consultant will play a crucial role in delivering expert financial guidance to clients, concentrating on savings, investment strategies, and retirement planning solutions. This position will also focus on enhancing the visibility of All About Home Care Inc. within the communities it serves. The Financial Consultant will...


  • Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION360 Degree Financial, in collaboration with Experior Financial Group, is seeking a Wealth Management Consultant in Canada. Our success is attributed to our client-centric solutions, powered by our proprietary Expert Financial Analysis software (EFA). This tool enables our clients to follow a straightforward financial program, exclusively...


  • Canada Penfinancial Credit Union Ltd Full time

    At PenFinancial, we offer a unique approach to banking, focused on our mission to enhance lives and empower communities . We proudly serve nearly 20,000 members and businesses through various channels, including digital platforms, telephone support, and in-person interactions across our branches. Our employees are our most valuable resource, and our...


  • Canada Neilson Financial Services Limited Full time

    Licensed Life Insurance Sales Consultant Full-time At Neilson Financial Services Limited, we are committed to providing families with essential financial security through a variety of life insurance solutions. As a prominent provider of straightforward and valuable direct life insurance offerings, we have established ourselves as a trusted name in the...


  • Canada, CA Modes Full time

    Hi, we’re Modes. As experts in digital enablement for the financial services industry in North America, we guide clients along their path to becoming digital-first organizations. We partner with BFSI organizations to help them rethink the way they do business, leveraging digital platforms and customer-centric thinking to help them succeed in the digital...


  • Ontario, Canada, Canada Experior Financial Group Part time

    ROLE/DESCRIPTIONExperior Financial Group Inc. is one of the fastest-growing MGAs in North America. Established in 2014, our Canadian Headquarters are in Guelph, Ontario and our USA headquarters are in Cheektowaga, New York. Our Mission statement is "Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow."This is an...


  • Canada Huxton Black Full time

    About the RoleHuxton Black is seeking an experienced Financial Advisor to serve as a valuable intermediary between our company and clients. As a Senior Financial Consultant, you will provide comprehensive financial guidance and offer tailored recommendations to help clients maximize their financial potential.Key ResponsibilitiesProvide strategic advice...


  • Canada Modes Full time

    About Modes: We are a leading firm specializing in digital transformation for the financial services sector across North America. Our mission is to assist clients in evolving into digital-first enterprises by leveraging innovative platforms and a customer-centric approach.Position Overview: We are seeking a Salesforce Consultant for Financial Services Cloud...


  • Canada Experior Financial Group Full time

    Financial AssociateWe are seeking a skilled and motivated Financial Associate to join our team at Experior Financial Group. As a Financial Associate, you will play a key role in helping our clients achieve their financial goals and build a successful career in the financial industry.Key Responsibilities:Develop and maintain a network of clients, providing...


  • Canada Experior Financial Group Full time

    Financial AssociateWe are seeking a skilled and motivated Financial Associate to join our team at Experior Financial Group. As a Financial Associate, you will play a key role in helping our clients achieve their financial goals and build a successful career in the financial industry.Key Responsibilities:Develop and maintain a network of clients, providing...


  • Canada Experior Financial Group Full time

    Financial AssociateExperior Financial Group, a leading financial services company, is seeking a skilled Financial Associate to join our team. Our mission is to empower families and individuals to build a secure financial future.As a Financial Associate, you will be part of a dynamic team that provides personalized financial planning and solutions to clients...


  • Canada Experior Financial Group Full time

    Financial AssociateExperior Financial Group, a leading financial services company, is seeking a skilled Financial Associate to join our team. Our mission is to empower families and individuals to build a secure financial future.As a Financial Associate, you will be part of a dynamic team that provides personalized financial planning and solutions to clients...


  • Canada Financial Resilience Institute Full time $80,000 - $100,000

    About the RoleWe are seeking a highly skilled and experienced Senior Data Analyst and Consultant to join our team at the Financial Resilience Institute. As a key member of our team, you will play a critical role in helping us achieve our mission of improving the financial resilience of Canadians and global citizens.Key ResponsibilitiesLead advanced insight...


  • Canada Financial Resilience Institute Full time $80,000 - $100,000

    About the RoleWe are seeking a highly skilled and experienced Senior Data Analyst and Consultant to join our team at the Financial Resilience Institute. As a key member of our team, you will play a critical role in helping us achieve our mission of improving the financial resilience of Canadians and global citizens.Key ResponsibilitiesLead advanced insight...


  • Canada Financial Resilience Institute Full time €80,000 - €100,000

    Do not send LinkedIn messages. We are a dynamic and forward-thinking non-profit organization and leading independent authority on financial well-being in Canada, dedicated to helping to improve the financial resilience of all Canadians and global citizens. We are looking for an experienced Senior Business Analyst and Consultant to join our growing team....