- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Serve as a collaborative team player willing to further development through continued training opportunities
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Requires a Bachelor's degree in business administration, finance, or other related field
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
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Associate Financial Consultant - Melville, SK, Canada - NYL - Melville Office
3 weeks ago
Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process todayResponsibilities
