Job Responsibilities:

• Scheduling meetings with clients to discuss their financial needs and goals.
• Collecting pertinent client information to provide investment options that align with clients' financial situations.
• Monitoring market conditions to determine how various changes may impact taxes and client investments.
• Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
• Cold-calling potential clients to inform them of the various financial products and services on offer.
• Suggesting viable solutions to improve clients' financial statuses.
• Developing in-depth knowledge of our financial products to advise clients accordingly.
• Advising clients on how to apply for mortgages and loans.

Eligibility Requirements:

• A college diploma or CEGEP is the minimum educational requirement.
• Prior experience of 2 to 3 years in financial services, banking, or related roles is required.
• Strong interpersonal and communication skills to effectively interact with clients and convey complex financial information.
• Understanding and adherence to financial regulations and compliance standards.
• Ability to engage in cold-calling, promote financial products, and suggest solutions to improve clients' financial situations.
• Demonstrate a deep understanding of financial products, investment strategies, and market trends.
• A customer-centric approach, focusing on building and maintaining positive client relationships.
• Adherence to ethical standards and a commitment to maintaining the confidentiality of client information.

Location: Burlington, ON L7L 6W6

Salary: $ 29.25 hourly / 35 hours per week

Overtime:1.5 times gross pay after completion of 44 hours

Vacation Pay: 4% on every pay period

Job Type: Permanent employment 

Number of vacancies: 1

Please send your application to the provided email address.workat@fiscalfinancial.ca