Base Salary: 70,000 CAD per year (plus commission based earnings).
Responsibilities
Identify client life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services.
Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
Contribute to team and department goals while strengthening customer service and dedication.
Monitor service, productivity and assess efficiency and implement continuous improvements.
Be knowledgeable of best practices and procedures and stay ahead of emerging trends.