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Investment Consultant

1 month ago

Old Toronto, Ontario, Canada in Canada Full time
Investment Consultant Opportunity

We are seeking a highly motivated and experienced Investment Consultant to join our team in Toronto. As an Investment Consultant, you will be responsible for assessing, assisting, and advising clients on their investment needs.

Our ideal candidate will have a strong understanding of the financial industry and excellent communication skills. You will be working closely with clients to understand their goals and objectives, and providing tailored investment solutions to meet their needs.

We offer a comprehensive benefits package, including medical, dental, and 401(k) matching. Our Investment Consultants are paid a base salary and are eligible for quarterly sales incentives based on individual production and Branch performance.

Key Responsibilities:
  1. Develop and maintain relationships with existing clients and build new relationships with potential clients.
  2. Assess and advise clients on their investment needs, providing tailored solutions to meet their goals.
  3. Stay up-to-date with market trends and developments, and provide expert advice to clients.
  4. Work closely with the sales team to identify new business opportunities and develop strategies to achieve sales targets.

We are a leading organization in the financial industry, with a strong reputation for providing excellent service to our clients. If you are a motivated and experienced Investment Consultant looking for a new challenge, we encourage you to apply.

For more information, please visit our website at mchewel.com.