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Financial Services Representative
1 month ago
As an award-winning company, PFSL/ Primerica Inc. prides itself on bringing Wall Street Concepts to Main Street Families. Since our founding on February 10th, 1977, we have been committed to serving middle-income families across North America by helping them earn more money, become adequately protected and debt-free and save more money for their future. Our unique Financial Needs Analysis reviews clients' financial circumstances and objectives to develop appropriate strategies and solutions to meet their short-term and long-term needs. With over 6,200 branch offices across the United States and Canada, Primerica has become one of North America's most respected financial companies. Primerica has been recognized by various reputable organizations, such as Forbes Magazine as "The Best Employer for Women" in 2019, 2020,2021 and 2022, and "The Best Employer for Diversification" in 2021 and in 2022. Investors Business Daily has recently named us the Most Trusted Financial Company. What will you do? Client Assessment: Conduct thorough assessments of clients' financial status, including income, expenses, assets, and liabilities, to understand their financial goals and needs. Tax Planning: Collaborate with clients and tax professionals to develop tax-efficient strategies, such as maximizing deductions and credits, managing capital gains, and utilizing tax-advantaged investment options. Financial Education: Educate clients about financial concepts, investment principles, and best practices to enhance their financial literacy and empower them to make informed decisions. Compliance and Ethics: Adhere to legal and ethical standards in all client interactions, maintaining client confidentiality, and complying with industry regulations and guidelines, such as those set by regulatory bodies like the Financial Services Regulatory Authority of Canada (FSRA). You must have: Strong communication skills with the ability to work collaboratively and independently, provide assistance and build relationships. Fluency in a second language is an asset. Basic understanding of government programs and policies, including but not limited to Registered Accounts, Cash Accounts and Trust accounts. 3 to 5 years of experience in a customer-oriented position A diploma or Bachelor's degree is an asset.
