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Onsite Personal Finance Advisor: Client Growth & Planning
Résumé du poste
A leading financial services firm in the Niagara Region is seeking a full-time personal finance advisor to develop lasting relationships with clients. The role requires advising members on financial strategies, assessing satisfaction, and representing the organization in the community. Bilingual communication skills in French and English are essential. The company offers a competitive salary and benefits including a defined benefit pension plan.
Prestations
Qualifications
- Minimum of one year of relevant experience is required.
- Ability to work with individual members and businesses.
- Skills in assessing member/client satisfaction and service quality.
Responsabilités
- Develop and maintain business relationships with members and clients.
- Advise members and clients on financial strategies.
- Stay up-to-date with market trends and best practices.
Connaissances
Formation
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.