financial office services / No experience required - Jobs in Toronto, Ontario, M2J5A9

Job Description

1. Client Consultationamp; 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.
2. Financial Planningamp; Strategy Development:
   • Develop and implement personalized financial plans that align with clients #39; 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.
3. Investmentamp; 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.
4. 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.
5. Salesamp; 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.
6. Complianceamp; 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.
7. 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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