Key Role in Building Client Relationships - Toronto - beBeeAdvisor

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    beBeeAdvisor Toronto

    22 hours ago

    Job title: Financial Advisor

    Description

    Job Title: Financial Advisor


    Brightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice.


    We are seeking an experienced Financial Service Representative who will join our Toronto office to implement sales and marketing strategies, helping grow the clientele base. Key responsibilities include generating leads by building personal relationships, working alongside other advisors, issuers, and the sales team to reach and exceed sales objectives.


    About You:


    • Able to analyze data and provide suitable recommendations based on this analysis

    • Possess excellent communication skills for effective presentations, negotiation with clients.

    • Hold strong computer knowledge capabilities including database system operations

    • Eagerness to learn about complex details explaining them clearly

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