Personal Finance Advisor - Midland

Only for registered members Midland, Canada

1 month ago

Default job background

Job summary

The Personal Finance Advisor develops lasting business relationships with members and clients by listening to their needs offering advice tailored to their financial situation helping them choose suitable solutions meet financial goals.

Responsibilities

  • Advise members clients best strategies identify expected results.
  • Manage business relationships assess member/client satisfaction service quality follow up identify areas improvement.

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