Investment Specialist / Financial Planner - Toronto

Infoempregos; Toronto; On-site; CAD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated individual to embark on a professional journey. This role offers the chance to develop essential skills in networking, client acquisition, and teamwork while providing support in various administrative tasks. If you are eager to learn and grow, this position could be the perfect opportunity for you. With a focus on personal and professional development, you will be part of a supportive environment that encourages growth and success.

Benefits

Transportation Allowance

Meal Allowance

Medical Assistance

Development Opportunities

Qualifications

• Proven networking and client acquisition skills.
• Basic communication and organizational skills are desirable.

Responsibilities

• Provide support in administrative and operational activities.
• Organize files and documents and manage correspondence.

Skills

Networking

Client Acquisition

Interpersonal Skills

Basic Communication

Organizational Skills

Teamwork

Basic Computer Skills

Job description

Job Description:

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).

We are looking for a new employee to start their professional journey with us. If you are dedicated and willing to learn, this position could be yours!

• Requirements:
  • Willingness to learn and grow.
  • Basic communication and organizational skills.
  • Ability to work in a team.
  • Basic computer skills are desirable.
• Responsibilities:
  • Provide support in administrative and operational activities.
  • Answer calls and manage correspondence.
  • Organize files and documents.
  • Participate in various projects and activities.
• Benefits:
  • Transportation allowance.
  • Meal allowance.
  • Medical assistance.
  • Development opportunities and growth.