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Financial consultant

Reference number: 
91562
Publication date: 
> 20 days 
Sector of activity: 
Finances & Real estate
Main functions: 
RESPONSIBILITIES

• Maintain current knowledge of financial legislation and industry regulations
• Obtain an in depth knowledge of financial products
• Building client base through networking and prospecting
• Contact clients to arrange meetings
• Conduct in-depth reviews of clients’ financial circumstances, current provision and future goals and concerns
• Analyze information and prepare holistic financial plans best suited to individual clients’ needs
• Complete risk analyses
• Design and implement financial strategies
• Assist clients in making informed decisions
• Provide outstanding client service through regular communication and meetings to update plans as necessary
State: 
Permanent
Schedule: 
Full time
Quarter: 
Day
Salary: 
to be discussed
Job start date: 
2015-02-02
Number of positions to fill: 
3
Detailed description: 
DESIRED SKILLS AND EXPERIENCE

• Strong analytical and problem-solving abilities
• Excellent relationship building and communication skills
• High values in teamwork, client service and professionalism
• Entrepreneurial mindset
• Self-motivated and achievement oriented
• University Degree or College Diploma would be considered an asset
• IFIC, CSC or MFDA licenses would be considered an asset

We welcome applicants from the following disciplines, but not limited to: Sales, Insurance, Banking, Finance, Marketing, Accounting, Management, Customer Service, Manager, Accountant, Accounting, Analyst, Business Development, and Investment

Investors Group provides all new Consultants with an industry-leading training program and access to in-house mortgage, insurance and securities specialists.

BENEFITS

• Unlimited income potential and competitive benefits
• Industry-leading training and development
• Mentorship and support
• Support for community involvement
• In-house mortgage, insurance and securities specialists

Our Income Support Program provides stability and enhancements throughout the initial 2 years of being an Investors Group Consultant. As part of this program, new Consultants receive a signing bonus upon being appointed as well as a bonus for obtaining their insurance license.
Requirements
Languages asked for
French: 
Not at all
English: 
Excellent
Education
Level: 
None
Details: 
Education not required but considered an asset.

Working experience
Minimum experience required: 
none
Qualifications required: 
Experience not required but considered an asset.
  • Resume required
    • Work place
     
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