Accounts Finance ofertas em Canadá

Company: Primerica – A Leader in the Financial Services Industry. Are you ready to make a meaningful impact in people’s lives while building a successful career? Primerica is seeking ambitious, motivated individuals from all backgrounds to join our team of financial professionals. No prior experience is necessary; we provide training and support to help you succeed.

Why Choose Primerica?

Our mission is simple: help families increase their income, secure proper protection, become debt-free, and achieve financial independence. By joining Primerica, you’ll be part of a company that truly makes a difference.

Customer Service Financial Sales Representative

• Financial Analysis: Assess clients’ expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop personalized financial plans.
• Client Consultations: Discuss financial goals and strategies with clients, offering expert advice in areas like insurance coverage, investment planning, cash management, and tax-efficient strategies.
• Account Management: Oversee client accounts such as TFSA, RRSP, RESP, FHSA, and RDSP. Regularly review accounts to ensure they align with the clients’ evolving financial objectives.
• Document Preparation: Prepare and interpret financial summaries, investment performance reports, and income projections to guide clients in making informed decisions.
• Plan Implementation: Help clients implement financial plans or refer them to trusted professionals for specialized services.
• Client Relationship Management: Maintain regular communication with clients to monitor changes in their financial status and adjust plans accordingly. Build and maintain a strong client base through ongoing relationship management.

• Education: High school diploma or equivalent required; a Bachelor’s degree in finance, business, or a related field is a plus.
• Certifications: Holding LLQP, CIFC, or CSC certifications is preferred.
• Experience: Previous experience in financial services, sales, or customer service is advantageous.
• Skills: Strong communication and interpersonal skills; basic understanding of financial products and terminology; ability to multitask and prioritize in a fast-paced environment; proficiency in CRM software and financial management tools; sales-driven with strong negotiation and closing skills; analytical thinking and attention to detail.
• Other Requirements: Knowledge of financial regulations and compliance is an asset; ability to handle sensitive financial information with confidentiality; flexibility to work evenings or weekends, depending on the needs of the financial institution.

This role offers a competitive, performance-driven compensation structure with significant earning potential, including income opportunities tied to client account management and growth. Compensation details will be discussed further during the interview process to provide a comprehensive understanding of the earning potential in this role.

This position is ideal for individuals with an interest in finance and sales, who enjoy helping customers make informed financial decisions.

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