Financial Solutions Consultant

1 week ago

Canada 360 DEGREE FINANCIAL Full time

At 360 DEGREE FINANCIAL, we are seeking a talented and driven individual to join our team as a Financial Solutions Consultant. This role presents a unique opportunity for growth and development, particularly for those looking to transition into a career in financial planning without prior licensure.

The primary focus of this position is to provide exceptional customer service, working closely with clients to understand their financial goals and objectives. By leveraging our proprietary Expert Financial Analysis software (EFA), you will have access to cutting-edge tools that enable you to create customized financial solutions tailored to each client's needs.

We pride ourselves on fostering an environment where our associates can thrive and grow professionally. With extensive experience in dealing with diverse clients, we recognize the importance of tailoring our approach to meet the unique needs of each individual. Our team of licensed associates work diligently to ensure seamless communication and coordination, guaranteeing that client accounts remain up-to-date, processed, and thoroughly analyzed.

To succeed in this role, you must possess excellent problem-solving and analytical skills, along with the ability to think creatively and make sound judgments based on available data. You should also be able to establish trusting relationships with new and existing clients, gaining valuable insights into their specific needs through empathetic conversations. Moreover, integrity, reliability, and a servant attitude are essential qualities for this position.

A key aspect of this role is ongoing training and support to help you achieve your full potential. As an associate at 360 DEGREE FINANCIAL, you will have the opportunity to learn from experienced professionals and stay up-to-date with the latest developments in the financial world. This includes compliance with all relevant regulations and company policies, ensuring you operate within a secure and compliant framework.

Responsibilities:

  • Conduct consultations with clients to determine their current financial situation, including following through on client requests and anticipating their needs.

  • Analyze client needs and prepare recommendations for customized financial solutions, taking into account their individualized requirements.

  • Help clients identify and manage risk by sharing information and providing end-to-end guidance, enabling them to make informed decisions about their financial future.

  • Maintain compliance with all company risk and regulatory standards, policies, and controls.

Requirements:

  • Creative problem-solving skills and the ability to make sound judgments based on available data.

  • Excellent analytical and communication skills, including the ability to establish trusting relationships with clients.

  • Integrity, reliability, and a servant attitude are essential for success in this role.

  • Ongoing learning and professional development opportunities to enhance your skills and knowledge.

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