Professional Jobs in Toronto, ON
Financial Services professional
PFSL investments CanadaToronto, ON, CA
Sales Professional
Ralph LaurenToronto, Ontario, Canada- Promoted
Senior Manager Professional Services
Arteria AItoronto, on, Canada- Promoted
81549-1 Professional - Professional Exception, Governance and Compliance
Randstad CanadaToronto, Ontario, CA
Sales Professional
AO GlobeLifeOntario, Canada- Promoted
Luxury Sales Professional
Maison BirksToronto, ON, Canada- Promoted
Electrical Engineering Professional
HKA EnterprisesToronto, ON, Canada- Promoted
Luxury Sales Professional- Mkt
MktToronto, ON, Canada- Promoted
Consultant, Professional Services
SoftchoiceToronto, ON, Canada- Promoted
Senior Professional Services Engineer
Hamilton BarnesEtobicoke, ON, Canada
Professional Painter
Home Painters TorontoToronto, ON- Promoted
Certified Financial Planner professional
Educators Financial GroupYork, ON, Canada- Promoted
Luxury Sales Professional
Luxury Finds Consignment LTDtoronto, on, Canada
Trade Finance Professional
Euro Exim BankToronto, ON, CA
Agent Sales Professional
American Income Life AO - Justine JansenToronto, ON, CA
Sales Professional - Remote
American Income Life AO - Zeenat SannibalogunToronto, ON, CA
Sales Professional
BIJOUX BIRKSYorkdale Shopping Centre, Toronto, ON, CA- Promoted
Professional Freelance Writer - Remote
Data AnnotationToronto, OntarioFinancial Services professional
PFSL investments CanadaToronto, ON, CA- Quick Apply
Client Consultation & Needs Assessment : Meet with clients to assess their financial needs, goals, and risk tolerance. Conduct thorough reviews of client financial situations, including income, assets, liabilities, and financial goals. Provide tailored advice on investment, insurance, retirement, and tax planning. Financial Planning & Strategy Development : Develop and implement personalized financial plans that align with clients' goals. Create strategies for asset management, tax efficiency, retirement planning, and estate planning. Recommend financial products such as investments, life insurance, and annuities based on client needs. Investment & Portfolio Management : Provide guidance on investment strategies, including portfolio diversification and asset allocation. Monitor client portfolios and recommend adjustments to ensure alignment with market conditions and client goals. Stay informed about market trends, economic conditions, and new investment products. Client Relationship Management : Build and maintain long-term relationships with clients through regular communication and updates on financial progress. Address client inquiries and concerns, providing ongoing advice and support. Educate clients about financial concepts and help them make informed decisions. Sales & Business Development : Identify new business opportunities by networking and prospecting potential clients. Collaborate with other professionals, such as accountants, attorneys, and business owners, to offer comprehensive financial services. Meet or exceed sales targets for financial products and services. Compliance & Regulatory Adherence : Ensure that all recommendations and financial strategies comply with industry regulations and standards. Maintain up-to-date knowledge of relevant financial laws, regulations, and best practices. Handle sensitive client information with confidentiality and integrity. Ongoing Professional Development : Attend workshops, seminars, and training sessions to stay informed on industry trends, new products, and regulatory changes. Obtain and maintain industry certifications (e.g., CFP®, CFA®, or FINRA licenses) as required. Resumes without phone number or foreign phone numbers will not be considered. Powered by JazzHR