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Financial Services Representative - Wealth Management
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Wealth Management Consultant - Brampton (Hindi / Punjabi Asset)
ScotiabankBrampton, ON, CAFinancial Services Representative - Wealth Management
Royal City Recruitment IncBrampton, Ontario, CanadaAbout our Client :
Our client is seeking a dedicated Financial Services Representative to join their team. This role focuses on wealth management products, including Mutual Funds, Segregated Funds, Annuities, RRSPs, TFSAs, and more.
We are searching for a wealth expert with a genuine passion for helping clients achieve their financial goals.
Language : English is required and Arabic is an asset.
Experience : Minimum 2 years experience in Wealth management products.
Compensation : Competitive salary, commissions, vacation, benefits, and more.
Financial Services Representative
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance 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 :
mindset to improve operational efficiencies, with a client centric lens.
To join our team :
What to expect :
information.