Job description:
JOB DESCRIPTION
Location: Brampton, ON L6W 0B6
Job Responsibilities:
- Meet with customers to discuss short-term and long-term financial needs and goals
- Monitor changes in financial markets to best advice clients
- Determining customers' needs and providing solutions with regards to their investment requirements.
- Build relationship with the client/customer to create opportunities for various products to fulfil the customer’s financial needs.
- Ensure timely sharing of updated reports with the customers on products being bought by them.
- Act as an interface between customers & the business value chain partners to deliver exceptional service to customers and drive profitability.
- Provide solutions to the customer while managing operational needs and collaborating closely with functional partners to meet company objectives.
- Apply expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis.
- Monitoring market conditions to determine how various changes may impact taxes and client investments.
- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
Eligibility Requirements:
- A college diploma or CEGEP is the minimum educational requirement.
- Prior experience of 2 to 3 years in financial services, banking, or related roles is required.
- Strong interpersonal and communication skills to effectively interact with clients and convey complex financial information.
- Familiarity with financial regulations and compliance standards.
- Effective communication skills to interact with clients and explain complex financial information.
- Ability to solve financial issues and provide suitable solutions.
- A customer-focused mindset to meet the diverse needs of clients.
Salary: $30.00 per hour for 35 hours per week
Number of vacancies: 1
Overtime: 1.5 times of gross pay after completion of 44 hours
Vacation Pay: 4% on every pay period
Job Type: Permanent employment
Send your resume to vertexinsurancebrokers@outlook.com
