As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business... essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor...
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
– Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals... of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec) 1-2 years...
strong relationships and proactively connect with clients Flexibility, eagerness to learn, strong personal ethics, and a hunger...-to-have Strong track record of building and maintaining client relationships in the finance or service sector What's in it...
to learn, strong personal ethics, and a hunger for success Digital literacy across a broad range of devices... finance or service sector What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep...