Financial Services Professional
3 weeks ago
We are seeking a highly motivated and goal-oriented individual to join our team as a Financial Services Professional - Relationship Builder. In this role, you will have the opportunity to build strong relationships with clients and help them achieve their financial goals.
As a key member of our team, you will be responsible for delivering exceptional client service, identifying opportunities to provide advice and solutions, and working collaboratively with colleagues to drive business growth.
Key Responsibilities:
- Proactively engage with clients to understand their financial needs and preferences.
- Develop and implement personalized plans to meet clients' financial goals.
- Collaborate with internal teams to provide comprehensive financial solutions.
- Stay up-to-date on industry trends and regulatory requirements.
Requirements:
- Bachelor's degree in Business, Finance, or related field.
- Minimum 2 years of experience in financial services or a related field.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to change.
What We Offer:
- A competitive salary range of $60,000-$80,000 per year.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- Opportunities for professional development and advancement.
- A dynamic and supportive work environment.
Location: Burlington, Ontario, Canada.
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