Event • brampton on
Financial Services Representative- Wealth Advisor.As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financi...Show more
Cheese (CEC) is a great place for a first-time job seeker or a place to build an exciting career.Our Cast Members are empowered to provide the greatest service anywhere through cross-training in a ...Show more
Are you ready to explore exciting nursing opportunities internationally? Discover RN positions in Utica, NY, where you can make a difference in patients' lives and thrive in a supportive healthcare...Show more
J ob Description: Purpose of the job : Troubleshooting of Alstom products at customer site in order to ensure their availability.Provide technical expertise to subcontractors, warranty support team...Show more
Sun Chemical, a member of the DIC Group, is a leading producer of packaging and graphic solutions, color and display technologies, functional products, electronic materials, and products for the au...Show more
Challenger is seeking motivated individuals to join our team as Freight Broker (Operating) Agent.As a Freight Broker Agent, you'll play a pivotal role in expanding our customer base and providing t...Show more
Your next adventure starts here! At Lucky Strike Entertainment, great times and exciting opportunities go hand in hand.Start making your own luck today!.Applicants must be at least 18 years of age ...Show more
This position is open in all LATAM.Only CVs in English will be considered.This is a full-time remote role for an Executive Assistant at a US based company.The Executive Assistant will be responsibl...Show more
At Amazon, we are working to be the most customer-centric company on earth.To get there, we need exceptionally talented, bright, and driven leaders.If you would like to help us build the place to f...Show more
HireArt is helping A Top Ride-Hailing Company find customer service-oriented individuals that will represent the company as Brand Ambassadors at the Rolling Loud Orlando event at Camping World Stad...Show more
Survalent Technology is seeking a versatile, energetic, and highly motivated individual to join our growing organization.The Marketing Events Manager will play a key role in supporting Survalent’ s...Show more
If you are looking to excel and make a difference, take a closer look at us….We are seeking a detail-oriented Executive, Trade Verification to join our team.This role can be based in either Petalin...Show more
Trevor Frances Recruitment is supporting a client in the search for a Senior Full Stack Developer.This role is suited for an experienced developer who brings strong technical expertise across both ...Show more
Kognitive Sales Solutions, in partnership with Canadian Tire, is seeking outgoing and sales-driven individuals to join our team as Gas Station Event Field Sales Representatives.In this role, workin...Show more
In-Store Product Sampler / Brand Ambassador (Event Activation Specialist).We are seeking a dynamic and outgoing Brand Ambassador to support an exciting and engaging Big box re-opening event.This ev...Show more
We are one of the largest and fastest-growing private youth sports organizations in the GTA.We create fun, engaging experiences that create lasting memories for the families in our communities! We ...Show more
Greet and engage with attendees.Promote company's education to attendees.Free to work on May 3rd in the afternoon.Disclaimer: We are currently conducting pre-interviews for a role that we anticipat...Show more
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo...Show more
Financial Services Representative- Wealth Advisor
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
){kind=logo}