Consultant (Current Employee) – Markham, ON – 2 April 2014
In the morning, I make sever phone calls to my prospects and ask for appointment. I usually have a coffee meeting during the afternoon or at evening, introducing to people about what do I do as a financial consultant, what is the financial planning and ask for the next meeting. When I am in the office, I spend most of the time building financial plans based on clients’ current financial situations, as well as their goals and concerns. Sometimes, I also attend learning sessions on different topics related to financial industry.