Financial Consultant

1 week ago

Hamilton, Canada Zgheib Agency Full time

**Compensation**:
$75,000

**Responsibilities**:

- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Serve as a collaborative team player willing to further development through continued training opportunities
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

**Qualifications**:

- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Valid FINRA Series 7 & 63/66 preferred but not required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Must have People Skills and Good Work Ethics
- Must be a Permanent Resident
- Must be 20+ yrs of age
- Motivated
- Six-figure income potential

**About Company**
At Zgheib Agency, our main focus is helping families through income protection and financial education. We believe the more you know the better you do.

We show families how to save money on insurance and financial products they already own but no one previously explained to them.

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