Financial Services Professional

Job title:

Financial Services Professional

Company

PFSL investments Canada

Job description

Client Consultation & Needs Assessment:

• Meet with clients to assess their financial needs, goals, and risk tolerance.
• Conduct thorough reviews of client financial situations, including income, assets, liabilities, and financial goals.
• Provide tailored advice on investment, insurance, retirement, and tax planning.

Financial Planning & Strategy Development:

• Develop and implement personalized financial plans that align with clients’ goals.
• Create strategies for asset management, tax efficiency, retirement planning, and estate planning.
• Recommend financial products such as investments, life insurance, and annuities based on client needs.

Investment & Portfolio Management:

• Provide guidance on investment strategies, including portfolio diversification and asset allocation.
• Monitor client portfolios and recommend adjustments to ensure alignment with market conditions and client goals.
• Stay informed about market trends, economic conditions, and new investment products.

Client Relationship Management:

• Build and maintain long-term relationships with clients through regular communication and updates on financial progress.
• Address client inquiries and concerns, providing ongoing advice and support.
• Educate clients about financial concepts and help them make informed decisions.

Sales & Business Development:

• Identify new business opportunities by networking and prospecting potential clients.
• Collaborate with other professionals, such as accountants, attorneys, and business owners, to offer comprehensive financial services.
• Meet or exceed sales targets for financial products and services.

Compliance & Regulatory Adherence:

• Ensure that all recommendations and financial strategies comply with industry regulations and standards.
• Maintain up-to-date knowledge of relevant financial laws, regulations, and best practices.
• Handle sensitive client information with confidentiality and integrity.

Ongoing Professional Development:

• Attend workshops, seminars, and training sessions to stay informed on industry trends, new products, and regulatory changes.
• Obtain and maintain industry certifications (e.g., CFP®, CFA®, or FINRA licenses) as required.

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Expected salary

Location

Toronto, ON

Job date

Sat, 07 Dec 2024 06:33:41 GMT

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