Financial Services Advisor: Client Solutions & Planning

Primerica - Toronto, ON; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial services company in Toronto is seeking a Customer Service Financial Sales Representative. This role involves assessing clients' financial situations, discussing goals, and managing client accounts. Candidates should have strong communication skills and a high school diploma, with a preference for degrees in finance. The company offers training and a competitive compensation structure with significant earning potential.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree in finance, business, or a related field is a plus.
• Holding LLQP, CIFC, or CSC certifications is preferred.
• Previous experience in financial services, sales, or customer service is advantageous.
• Knowledge of financial regulations and compliance is an asset.

Responsibilities

• Assess clients’ financial situations to develop personalized plans.
• Discuss financial goals and strategies with clients.
• Manage client accounts and regularly review their needs.
• Prepare financial summaries and investment performance reports.
• Help clients implement financial plans or refer to professionals.
• Maintain regular communication with clients to monitor changes.

Skills

Strong communication skills

Interpersonal skills

Basic understanding of financial products

Proficiency in CRM software

Negotiation and closing skills

Analytical thinking

Ability to multitask

Attention to detail

Education

High school diploma or equivalent

Bachelor’s degree in finance or related field

Tools

Financial management tools

CRM software

Job description

A leading financial services company in Toronto is seeking a Customer Service Financial Sales Representative. This role involves assessing clients' financial situations, discussing goals, and managing client accounts. Candidates should have strong communication skills and a high school diploma, with a preference for degrees in finance. The company offers training and a competitive compensation structure with significant earning potential.