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.
Wider service offer allows complete management of the client's financial planning. The tools are sophisticated and generate clear and concise views of the future and help in assessing events in our client's life