Financial Representative

PIERRE ZGHEIB; Hamilton; Remote; CAD 40,000 - 70,000; Part time

Job summary

An established industry player is seeking a dedicated Financial Representative for a flexible role that can be part-time or full-time. This remote position involves guiding clients in achieving their financial aspirations through personalized planning and investment strategies. Ideal candidates will possess strong analytical abilities and excellent communication skills, ensuring they can effectively assist clients in navigating their financial journeys. Join a dynamic team where your expertise in finance and insurance will make a significant impact on clients' lives.

Qualifications

• Experience in financial planning and retirement planning.
• Strong analytical and communication skills.

Responsibilities

• Assist clients with their financial goals and provide recommendations.
• Manage financial planning and investment strategies.

Skills

Financial Planning

Retirement Planning

Insurance Knowledge

Finance Knowledge

Investment Experience

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Ability to Work Independently

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from PIERRE ZGHEIB

Experienced Branch Manager @ PFSL Investments Canada Ltd | LLQP, Mutual Fund, OSJ

Company Description

Role Description

This is a part-time or full-time remote role for a Financial Representative at PIERRE ZGHEIB. The Financial Representative will be responsible for financial planning, insurance, finance, retirement planning, and investments. The role involves assisting clients with their financial goals and providing recommendations for financial products and services.

Qualifications

• Financial Planning and Retirement Planning skills
• Insurance and Finance knowledge
• Experience in Investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Sales and Business Development

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