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Financial Services Consultant

1 month ago

Kimberley, British Columbia, Canada Old Mutual Full time

The role of Financial Services Consultant provides advice on a range of financial products to allocated markets, with individual accountability for achieving results through personal efforts.

Formal in-house training, completion of prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority are required, along with continuous professional development.

To succeed in this position, you will need to provide appropriate financial advice, aligning with customers' resources and financial goals, to enable positive financial futures and protection of assets and estate.

You will also be responsible for providing proactive, on-demand financial services and advice to customers within your allocated customer markets.

A valid driver's license, own car, clear criminal and credit check, at least 3 years of working experience (preferably in sales), and proven computer literacy in MS Office suite are necessary requirements for this role.

Benefits

We offer quality training and support to help you grow, develop, and build on your future aspirations, reaching your potential through our diverse and inclusive business clusters.

Please note that preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Compensation Package

Our estimated salary for this position is R420,000 per annum, reflecting the competitive compensation package offered by Old Mutual Limited.