Financial services consultant

Pinaki Inc.
Job location: Ottawa - ON, Ontario
Job ID: #JP247-185657
Employer: Pinaki Inc.
Job Category: Financial
Vacancies: 1
Salary: 38
Posting date: February 27, 2023
Expiry date: August 27, 2024

Pinaki Inc. is looking for a Financial Services Consultant. Please refer to the job description provided below. Interested candidates may apply for this position via email provided below:

Job Title: Financial Services Consultant
Job Type: Fulltime, Permanent (37.5 hours/week)
Wage: $38/hour
Number of Positions: 01
Language Requirement: English
Start date of the employment: As soon as possible
Minimum Education Required: A bachelor's degree in business administration, commerce, economics or a related field is required.
Work Experience Required: A minimum of one year of experience in a similar role is required.
Job Location: 100 Metcalfe Street suite 200, Ottawa, ON, K1P 5M1, Canada

 

Responsibilities:

  • Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs
  • prepares recommendations for customized financial solutions to current and potential customers.
  • Respond to prospective customer queries about financial planning
  • Assist in the development plans for the company
  • Offer subject matter expertise to fellow Financial Advisors
  • Maintain awareness of the latest legislative changes that may affect financial planning
  • Profiles customers and deliver recommendations to ensure these needs are met.
  • Delivers a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet individualized investment needs.
  • Increases assets under management by offering investment and insurance solutions to clients.

To Apply

Email

career.ca@pinakitech.com