Busy, large opportunity to do well, independent role.
Consultant (Former Employee) – Toronto – 26 July 2012
A typical day required prospecting for new clients, following up on existing client accounts and continuous marketing. I learned how the retail investment business functions and the various products involved in developing financial solutions for clients. I found joy when I informed a client of a tool that was a available to them that truly help out there current financial position. Whether it was consolidating to get a lower rate or simply taking advantage of the tax free savings account that they were unaware of.
Telemarketer (Former Employee) – Montréal, QC – 8 June 2017
2009-2011 INVESTORS GROUP, MONTREAL Telemarketer ● Call prospective and existing clients to arrange meetings with senior financial planners. ● Research, present and execute new ways to meet prospective clients via conferences .
SAP BI/BO Software Developer (Current Employee) – Winnipeg, MB – 2 June 2017
Investors Group is a great company to work for . The management is great a, very professional and experienced. The company offers a safe environment and opportunities to advance in other areas of the company.
Regional Director Executive Assistant (Current Employee) – Edmonton, AB – 1 June 2017
This office has a fun, friendly and family orientated atmosphere. Management is excellent, they are very flexible and always willing to lend a hand. The most difficult part of the job is not always being busy enough.
Financial Consultant (Former Employee) – London, ON – 25 May 2017
It was unfortunate but Investors Group decided to downsize and close the office I worked out of.The management time was well informed and proactive with continuing education on a weekly frequency. The specialists; Insurance; Securities; Mortgage were all very resourceful and helpful.
Consultant (Former Employee) – Barrie South, On – 24 May 2017
Considerable training and keeping up to date constantly, phone calls, preparing portfolios, client presentations and always on the go. Management is very driven to achieve goals or exceed them. A career where you must hit the ground running for certain. Hardest part of the job were the hours required. Most enjoyable part was the interaction with clients, coworkers and training were second to none.
Customer Service Representative (Current Employee) – Calgary, AB – 21 April 2017
i have learned a lot working for this company. everyone is wonderful to work with and for. I have learned a lot about organization, working together as a team. i have made a lot of friends at this company who i will cherish.
Financial Planner (Former Employee) – Oakville, ON – 6 April 2017
if you are an entrepreneur looking to be compensated for hard work, IG provides a workplace with excellent training for the go getter. Multi tools are provided to operate a successful business to serve citizens in all fields of financial planning.
diff for a newly married cons to balance work and family life.
Financial Consultant Assistant, Intern (Former Employee) – Toronto, ON – 2 April 2017
Good place to work with. Worked for a senior financial consultant who had 200 clients with around 15 million investment in total. •Enhanced work efficiency by identifying 20 clients' fixed incomes, variable incomes, expenses, loans, line of credit, and mortgages and building PFR Data Worksheet to help develop and update clients' financial plans.