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Financial Sales Advisor

Financial Sales Advisor

Pioneer Resource ManagementToronto, ON, ca
30+ days ago
Job description

This is a remote position.

We are seeking a knowledgeable and motivated Financial Advisor to join our team

FULLY REMOTE).  The ideal candidate will possess a strong Sales functionality also have some understanding of financial services and be able to provide guidance to clients on managing their finances effectively. This role requires excellent analytical skills, a keen attention to detail, and the ability to build lasting relationships with clients.

Responsibilities

  • Assess clients' financial situations by gathering relevant information and conducting thorough research.
  • Develop personalized financial plans tailored to clients' goals, risk tolerance, and investment preferences.
  • Provide ongoing advice and support regarding investments, cash management, retirement planning, and other financial matters.
  • Monitor clients' portfolios and make recommendations for adjustments as needed based on market conditions or changes in client circumstances.
  • Stay informed about industry trends, economic developments, and regulatory changes affecting the financial landscape.
  • Build and maintain strong relationships with clients through regular communication and follow-ups.
  • Collaborate with other professionals in the firm to ensure comprehensive service delivery.

Requirements

Skills

  • Preferably sales background
  • Background in financial services with a solid understanding of investment products and strategies. (Asset)
  • Proficient in research techniques to analyze market trends and client data effectively.
  • Exceptional mathematical skills for accurate calculations and assessments.
  • Excellent cash management abilities to help clients optimize their financial resources.
  • Strong interpersonal skills with the ability to communicate complex financial concepts clearly and effectively.
  • Detail-oriented mindset with a focus on providing high-quality service to clients.

    • Benefits

    Work from Home

    Can work Part time or Full Time

    Uncapped Commissions and Residules

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    Financial Sales Advisor • Toronto, ON, ca