Financial Services Clerk / no experience required

Toronto, ON, Canada

Part Time to Full Time

Mid Level

Client Consultation: Meet with clients to understand their financial goals, risk tolerance, and current financial situations.
Financial Planning: Develop tailored financial strategies, including retirement planning, investment management, insurance needs, and estate planning.
Market Research: Conduct market analysis to recommend suitable investment opportunities.
Client Education: Educate clients about financial concepts, products, and strategies to empower informed decision-making.
Regulatory Compliance: Adhere to financial regulations and ethical standards in all client interactions.

Working Conditions:

May involve a combination of office work and client meetings.
Flexible hours, including the possibility of evenings and weekends, to accommodate client schedules.

Education:
No financial education is required. Training will be provided for the qualified candidate.

Note: Resumes without phone numbers or having foreign phone numbers will not be considered.

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H.B.S Inc

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Financial Services Clerk / no experience required

Working Conditions:

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