Financial Services Professional
6 days ago
Financial Services Professional
At 2628340 Ontario Inc, we are seeking a skilled Financial Services Professional to join our team. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals.
Responsibilities:
* Identify clients' financial objectives and develop tailored financial plans to meet their needs
* Supervise and support staff to ensure seamless delivery of financial services
* Analyze clients' financial records to provide expert advice and guidance
* Develop and implement financial plans to help clients achieve their goals
* Collaborate with clients to identify opportunities for cash management, insurance coverage, investment planning, retirement, and estate planning
* Arrange for the sale of financial products and investments
Requirements:
* College, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years
* 1 year to less than 2 years of experience in a related field
* Strong attention to detail and excellent analytical skills
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
Work Conditions and Physical Capabilities:
* Work Term: Permanent
* Work Language: English
* Hours: 40 hours per week
If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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