Grow with us Full time, Part Time, Contract Opportunity available.

1. Looking for financial and business professionals who have a great tracked record of business success and want to raise their career path to the higher level as financial advisor.
2. We are looking for results orientated, self motivated, energetic individuals who believe they can thrive in an environment of financial sector.

Provide Advice through effective Financial Planning:

1. Provide advice and financial solutions to meet the needs of clients by utilizing financial planning skills, assessing customer needs and by promoting and selling a full range of financial products. Client consultations conducting fact finding meetings, needs analysis, completing financial plans, recommending and selling financial solutions and products to meet client’s needs.
2. Proactively identify opportunities and conduct activities to help clients achieve their financial goals and generate sales
3. Hold face-to-face and meeting and utilize over the phone skills.

Manage your pipeline of leads and Achieve results

1. Actively follow up on a steady stream of leads generated.
2. Hold face-to-face and meeting and utilize over the phone skills.
3. Develop ongoing best practices, sales, marketing and business development ideas and strategies.

Qualifications

1. University degree in business / commerce / economics or equivalent.
2. Computer skills, and a general knowledge level of the MS Office suite of products.
3. Valid driver’s license and vehicle will be required for local travel or if you don’t have driver license willing to take within 10 months of hiring.

Job Types: Full-time, Part-time, Contract, Commission, And Freelance (Work from home)

Experience:

1. Customer Service and Outdoor Sales 1 year (Preferred).

Preferred Languages: French, Cantonese, Mandarin, Persian, Arabic, Hindi, Urdu, Punjabi and Russian

Location: Toronto and GTA, ON (Preferred)