Generally speaking, It is good, However,there is some bureaucracy.
Financial Security Advisor (Current Employee) – Montreal, Quebec – March 21, 2013
Firstly, check the email from clients or company management. Secondly,make appoint with clients, talk with client about wealth management, family and hobbies and play with them. Thirdly, Learn rules and products and develop material for presentations and advisement. Sometime develop financial model for clients. Develop annual, monthly and weekly plan. Learn from my director about sales technique and products. My director is very experienced in sales and he has been working in this business for more 20 years. The hardest part of the job is closing the deal. My service can benefit client a lot and client really appricate my hard work.
products software is powerful. database is great for learning.
legal support is slow, approving an advisement need one year and even more.