Job Description
Pinaki Inc. is looking for a Financial Services Consultant. Please refer to the job description provided below. Interested candidates may apply for this position via email provided below:
Job Title: Financial Services Consultant
Job Type: Fulltime, Permanent (37.5 hours/week)
Wage: $38/hour
Number of Positions: 01
Language Requirement: English
Start date of the employment: As soon as possible
Minimum Education Required: A bachelor's degree in business administration, commerce, economics or a related field is required.
Work Experience Required: A minimum of one year of experience in a similar role is required.
Job Location: 100 Metcalfe Street suite 200, Ottawa, ON, K1P 5M1, Canada
Responsibilities:
- Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs
- prepares recommendations for customized financial solutions to current and potential customers.
- Respond to prospective customer queries about financial planning
- Assist in the development plans for the company
- Offer subject matter expertise to fellow Financial Advisors
- Maintain awareness of the latest legislative changes that may affect financial planning
- Profiles customers and deliver recommendations to ensure these needs are met.
- Delivers a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet individualized investment needs.
- Increases assets under management by offering investment and insurance solutions to clients.
To Apply
