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Financial Representative
Location:
Hamilton
Description:
We are seeking an eager, strategic, and definitive Financial Agent to fill an entry-level position that offers room for growth and a promising career. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, debt and investment management, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives• Serve as a collaborative team player willing to further development through continued training opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• Must be a Permanent Resident or Canadian Citizen and live in Canada • Good relational and communication skills• Motivated and dedicated work ethic• Ability to work independently• Team leader qualities, an asset• Must be 20+ years of age• Six-figure income potential Compensation: $50,000 - $60,000 About Company: At Life Agency, our main focus is helping families through income protection and financial education. We believe the more you know the better you do. We show families how to save money on insurance. Visit ListedBuy for more information.
Company:
Life Agency
Posted:
January 2 on ListedBuy
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Financial Representative is a Other Art & Media Jobs Financial Service Representative Job at Life Agency located in United States. Find other listings like Financial Representative by searching Oodle for Other Art & Media Jobs Financial Service Representative Jobs.
Financial Representative is a Other Art & Media Jobs Financial Service Representative Job at Life Agency located in United States. Find other listings like Financial Representative by searching Oodle for Other Art & Media Jobs Financial Service Representative Jobs.