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Financial Consultant

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Job Order #: 5606639

NOC: 1112
Employer Name:
Investors Group Financial Services Inc.
Posted Date:
15-Feb-2018
Location:
GRENFELL
 
# of Positions:
1
Employment Terms:
Full Time
Length of Employment:
career
Education:
University Bachelor's Degree
Experience:
3-5 Years
Apply By:
10-Apr-2018
How to Apply?:
This job is no longer taking applications

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Employer Name:
Investors Group Financial Services Inc.
Contact Name:
Nadege Koskamp
Contact Phone:
306-757-1222
Contact Email:
nadege.koskamp@investorsgroup.com
Employer Website:
www.investorsgroup.com


Description

Job Summary

Investors Group Financial Consultant  Southeast Saskatchewan  One of the provinces leading comprehensive financial planning centers is seeking a motivated professional looking to build a business working directly with clients - developing relationships, providing comprehensive financial plans, and helping them achieve their financial goals.

Responsibilities and Duties

As a financial Consultant with Investors Group your responsibilities will include but not be limited to:

Preparing & reviewing complex financial plans incorporating various wealth strategies, in partnership with internal specialists and management
Developing new client relationships through external prospecting and introductions generated from centers of influence.
Reviewing client accounts, tracking client documentation, explaining products, services and strategies directly to clients.
Qualifications and Skills
Proven networking and client acquisition skills
Communication and presentation skills relative to target market
Previous Sales Experience is an asset
Preference will be given to those with industry specific designations: insurance, mortgages, IIROC, mutual funds

Benefits
Industry leading training and development
Exceptional income including potential base
Hands on leadership and specialists support
Support for community involvement
Flexibility and independence
An entrepreneurial environment

About Investors Group

For over 90 years we have provided Canadians with unique, comprehensive financial plans  an integral part of their financial future  helping them get more out of their money, so they can get more out of life. This approach to financial planning consists of helping our clients: save for what matters most; live the lifestyle they want in retirement; purchase a new home; leave a legacy for those they care about; protect their families from the unexpected; minimize their taxes.

 

Skills and Abilities

Essential Skills
 - Reading text
 - Document use
 - Numeracy
 - Writing
 - Oral communication
 - Working with others
 - Problem solving
 - Decision making
 - Critical thinking
 - Job task planning and organizing
 - Finding information
 - Computer use
 - Continuous learning
 - Significant use of memory
Specific Skills
 - Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
 - Collect financial and investment information about companies, stocks, bonds and other investments
Work Setting
 - Insurance company
 - Brokerage house
 - Bank

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