Financial Consultant
7 days ago
**Job Type**:
Full-time Contract
**Location**:
(hybrid from home) Ontario
**Description**
**_J.P. Finance Chase Ltd_** is growing and offering rewarding opportunities for Financial Professionals to join our team. We are private Financial Institution offering wide variety of Financial Services to _“Ordinary People to Achieve Extraordinary Dreams”_.
**Responsabilities**
Consultants spend much of their time reaching out to prospective clients and building a strong customer base. This means consultants often travel or work non-traditional hours to meet with clients in their homes or businesses.
Our consultants meet personally (and virtually) with clients on a regular basis to assess their financial situation and present financial plans that include both short
- and long-term financial goals. Maintain open communication with clients to reassess how their life changes (such as marriage, change in employment or the birth of a child) affect their financial plan. Our consultants help clients make sound, well informed decisions regarding:
- Borrowing/Lending strategies -Real Estate Purchase/Sale/Rental Advice -Debt Consolidation -Trade Precious Metal Bullions Strategy -Financial Education -Daily Expenses Management -Secured Investment Strategies (i.e. Real estate mortgage, bullion trading)
**Location**
Your home office You will be an independent contractor to balance work and life Be your own boss. Appointments are booked through our website and potential leads will be provided to qualified consultants within your geographical area.
**Compensation**
Variable pay compensation including commission, bonuses, etc. Please inquire.
**Training and Support We Provide**
- Mortgage and Credit Application Process
- Sales and Presentation Training
- Pawn/Loan Evaluation of Gold, Diamonds, and other precious items
- Trading Gold and Silver Bullions
- Home, Auto and Life Insurance Referrals
- Western Union Money Transfer system
- Foreign Exchange - USD, EURO, SWISS FRANCS, YEN, GBP
**Requirements**:
Prospective financial consultants require a bachelor's/graduate degree in finance or a closely related field (i.e. math, business, economics ect.). Excellent additional assets include: Mortgage course, Investment knowledge, Financial Planning, PFP, CFP, and LLQP.
- Extrovert personality
- Excellent presentation skills
- Proficient in using computer programs and apps
- Police Clearance Certificate required for E&O Insurance
- Exceptional written and oral communication (in English)
- Fluency in another language is also fantastic resource for our diverse clientele
**How to Apply
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