Job Description:

Provide on-going, comprehensive financial planning services while helping clients achieve their personal and family goals.

The successful candidate should possess:

Self confidence and leadership skills, a "take charge" attitude, and the ability to network effectively. Setting personal objectives and developing sales strategies to execute are key components to success.

Oral Communication: To greet, seek and obtain information, co-ordinate work with others, reassure and comfort

Thinking skills: Problem solving, Decision making, Critical thinking, Significant use of memory, job task planning and organizing.

Writing Skills: To document or keep a record, to inform or request, to present analyses and evaluation

Working with others: Formal discussion about Work process.

Computer use: Email, Internet, Word processing, Spreadsheets, Financial.

Salary:
paid training + commission

Industry:
Business, Finance & Administrative, Sales and Service

Additional Application Information:

Number of positions Available: 1

Pay Rate Comments: Paid Training + commissions

Days and Hours of Work: variable, 40 + hours / week

Training Details: combination of self study, small group and formal classroom as well as " on the job" field experience

Training Time: 60-90 days

Education Required: College Diploma, University Degree.

Application Material Required:
Cover Letter
Résumé