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.
Financial Consultant (Former Employee) – Calgary, AB – 7 December 2017
The company is very well known and big. It has so many workers and managers. I loved worked for that company. The benefits and security was incomparable. Very good. It was self managed job. And it was customer service job mostly which has to be communicated with clients.
Financial Advisor (Former Employee) – Ottawa, ON – 4 December 2017
This is a position that requires a great deal of commitment and family support, particularly in the beginning ; you have to build your business from the ground, up. If you can succeed at doing it, then you and your family, will enjoy a good life.