Financial services consultant

 

 

Pinaki Inc. is looking for a Financial Services Consultant. Please refer to the job description provided below. Interested candidates may apply for this position via email provided below:

Job Title: Financial Services Consultant
Job Type: Fulltime, Permanent (37.5 hours/week)
Wage: $38/hour
Number of Positions: 01
Language Requirement: English
Start date of the employment: As soon as possible
Minimum Education Required: A bachelor's degree in business administration, commerce, economics or a related field is required.
Work Experience Required: A minimum of one year of experience in a similar role is required.
Job Location: 100 Metcalfe Street suite 200, Ottawa, ON, K1P 5M1, Canada

 

Responsibilities:

• Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs
• prepares recommendations for customized financial solutions to current and potential customers.
• Respond to prospective customer queries about financial planning
• Assist in the development plans for the company
• Offer subject matter expertise to fellow Financial Advisors
• Maintain awareness of the latest legislative changes that may affect financial planning
• Profiles customers and deliver recommendations to ensure these needs are met.
• Delivers a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet individualized investment needs.
• Increases assets under management by offering investment and insurance solutions to clients.

To Apply

Email

career.ca@pinakitech.com