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Financial Consultant
Location:
North York
Description:
What you will do: As a financial consultant, you will have the opportunity to help families plan ahead and become properly protected, become debt-free, and save money efficiently for their short-term, mid-term, and long-term goals. Responsibilities: Coordinating and preparing for meetings with clients and prospects Processing monetary documents Reading and interpreting financial documents Collecting and analyzing financial data to construct financial reports Following up and updating client files to ensure accuracy and delivery Ensuring compliance with regulatory standards Maintaining client relations and provide ongoing services Contributing to the team with a positive and supportive work environment Qualifications: Minimum 3 years of experience in customer/client facing roles Excellent verbal and written communication skills in English High level of time management and organization skills An asset to have experience in the Canadian financial services industry, preferably with a broker-dealer An asset to be fluent in at least one (1) other language outside of English or French Powered by Jazz HR. Visit ListedBuy for more information.
Company:
Primerica
Posted:
April 11 on ListedBuy
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More About this Listing: Financial Consultant
Financial Consultant is a Consulting Jobs Consultant Job at Primerica located in United States. Find other listings like Financial Consultant by searching Oodle for Consulting Jobs Consultant Jobs.
Financial Consultant is a Consulting Jobs Consultant Job at Primerica located in United States. Find other listings like Financial Consultant by searching Oodle for Consulting Jobs Consultant Jobs.