Recherche d'emploi > Toronto, ON > Service clerk

Financial Services Clerk / no experience required

PFSL investments Canada
Toronto, ON, CA
Temps plein
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Client Consultation : Meet with clients to understand their financial goals, risk tolerance, and current financial situations.

Financial Planning : Develop tailored financial strategies, including retirement planning, investment management, insurance needs, and estate planning.

Market Research : Conduct market analysis to recommend suitable investment opportunities. Client Education : Educate clients about financial concepts, products, and strategies to empower informed decision-making.

Regulatory Compliance : Adhere to financial regulations and ethical standards in all client interactions. Working Conditions : May involve a combination of office work and client meetings.

Flexible hours, including the possibility of evenings and weekends, to accommodate client schedules. Education : No financial education is required.

Training will be provided for the qualified candidate. Note : Resumes without phone numbers or having foreign phone numbers will not be considered. Powered by JazzHR

Il y a 21 jours
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