Employer
Kendall Sinclair and Partners Financial Services
Location
North Bay,ON
Posted
Mar 19, 2019
Starting date
May 06, 2019
Job Type
Full time,Permanent
Position(s)
1

Financial Services Consultant

Kendall Sinclair and Partners Financial Services Is looking for: Financial services consultant

Specific Skills : Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning;
Identify clients' financial goals and objectives;
Arrange for sale of financial products and investments;
Analyze clients' financial records;
Develop financial plans for clients


QUALIFICATIONS:
Area of Specialization : Life insurance;
Financial planning
Work Setting : Investment firm
Security and Safety : Eligible for professional liability insurance
Transportation/Travel Information : Valid driver's licence;
Parking paid by employer
Work Conditions and Physical Capabilities : Fast-paced environment;
Work under pressure;
Attention to detail;
Tight deadlines
Personal Suitability : Initiative;
Effective interpersonal skills;
Accurate;
Team player;
Excellent oral communication;
Excellent written communication;
Interpersonal awareness;
Dependability;
Judgement;
Organized

REQUIREMENTS :

Languages : English
Education : College/CEGEP
Experience : Experience an asset


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Financial services consultant
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