Conseiller financier expert
4 days ago
Ayant plus de 3 ans d'expérience et un diplôme post-secondaire dans un domaine lié, vous rejoindrez notre équipe de conseillers financiers. En tant que membre de notre équipe, vous serez chargé de fournir des conseils financiers et d'investissement pour répondre aux besoins de nos clients.
Compétences clés :- Fournir des conseils financiers et d'investissement
- Déterminer les besoins des clients et offrir des solutions à travers la vente de produits gérés et de services (par exemple, fonds communs de placement, plans de épargne-retraite et produits similaires)
- Offrir des solutions indirectes par référencement à des partenaires commerciaux
Nous recherchons quelqu'un qui est capable de prendre l'initiative de s'engager avec de nouveaux et de Clients existants et de prospects, en leur proposant une évaluation basée sur les besoins pour croître la fidélité et identifier les opportunités immédiates et futures. Vous devrez également mettre en œuvre des stratégies de développement commercial pour acquérir de nouvelles affaires (campagnes de communication téléphonique et encouragement des référés du bureau).
Tâches clés :- Satisfaire les exigences des ventes et des performances ciblées
- Rester informé des tendances et des pratiques de l'industrie en matière de placements personnels
- Développer des relations efficaces avec les intervenants internes et externes
- Gérer un portefeuille de clients et développer des plans relationnels personnalisés
Vous bénéficiez d'une rémunération attractive de $55,000, ainsi que d'une possibilité de primes pouvant aller jusqu'à 99,000 $. Nous offrons également des avantages sociaux tels qu'une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d'épargne-retraite.
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