Talent.com
Financial representative

Financial representative

PFSL investments CanadaToronto, ON, CA
30+ days ago
Salary
CA$25,000.00 yearly
Job type
  • Quick Apply
Job description

Join Our Dynamic Team! Are you passionate about helping clients achieve their financial dreams? We are on the lookout for a motivated and insightful Financial Consultant to join our team. In this role, you’ll have the opportunity to make a real impact on clients’ lives by guiding them through their financial journeys. If you thrive in a fast-paced environment and enjoy building relationships, we want to hear from you! What You’ll Do : Client-Centric Approach :  Engage with clients to assess their financial situations, understanding their goals and aspirations to create tailored financial plans. Expert Guidance :  Develop and implement innovative investment strategies that align with clients’ risk tolerance and long-term objectives. Market Insights :  Stay ahead of financial trends and regulations, offering timely advice that empowers clients to make informed decisions. Relationship Building :  Cultivate strong, trust-based relationships with clients, ensuring they feel supported and understood every step of the way. Performance Monitoring :  Regularly review and adjust clients’ financial plans to reflect changing goals and market conditions. Education & Empowerment :  Provide clients with the knowledge and tools they need to navigate the financial landscape confidently. Who You Are : You have strong people skill. Excited to share with people about financial knowledge You are a team leader! Ready to be a role model  You are a goal getter! Have a winning mindset You are a fast learner! Training provided so yours to discover! What We Offer : Competitive Compensation :  Unlimited growth potential and fast promotion because we are expanding! Professional Growth :  Take advantage of ongoing training and development opportunities to advance your career. Supportive Culture :  Be part of a collaborative team that values innovation, integrity, and client satisfaction. Work Life Balance :   Flexibility of scheduled to better meet your family needs Ready to Make a Difference? If you’re excited about the opportunity to empower clients and drive their financial success, we invite you to apply! Please send your resume and a cover letter detailing your experience and passion for financial consulting to [email address]. Powered by JazzHR