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Financial Services Professional
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Financial Services Professional
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Brampton, Ontario, Canada Autoplanet Brampton] Full timeOverview of the RoleAs a Financial Services Representative at Autoplanet Brampton, you will be responsible for providing exceptional customer service and support in a fast-paced environment.Key Responsibilities• Work on-site at our Brampton location, interacting with clients and colleagues in a dynamic setting.• Collaborate with our team to deliver...
Financial Services Professional
2 months ago
We are a dynamic and innovative financial services company dedicated to providing exceptional financial planning and investment management services to our clients. Our team is passionate about helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise.
Job OverviewAs a Financial Services Professional, you will play a crucial role in supporting our Senior Financial Advisors in delivering comprehensive financial planning and advisory services to our clients. Your primary responsibilities will include:
Key Responsibilities:- Client Support: Assist with client onboarding, preparation of financial plans, and regular client reviews. Respond to client inquiries and provide exceptional customer service.
- Financial Planning: Collaborate with senior advisors to develop and implement customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
- Research and Analysis: Conduct research on investment products, market trends, and financial strategies. Analyze client portfolios and performance reports to ensure alignment with their goals.
- Administrative Tasks: Prepare client presentations, documentation, and reports. Maintain accurate and up-to-date client records in compliance with regulatory requirements.
- Compliance: Ensure all financial activities adhere to industry regulations and company policies. Stay informed about changes in financial regulations and industry best practices.
- Professional Development: Continuously enhance knowledge of financial products, services, and market trends. Pursue relevant certifications and training to advance in the financial advisory profession.
- Client-focused with a commitment to delivering high-quality service.
- Ability to work both independently and as part of a team.
- Eagerness to learn and grow within the financial advisory profession.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
