Solid Foundation for a Canadian's guide to money
FINANCIAL ADVISOR (Current Employee) – Toronto, ON – 14 December 2015
Investors Group opened my eyes to the whole concept to managing finances. My role as a Financial Adviser was to help families plan their financial future, set goals and plan for the unexpected. Throughout the job, I gathered a lot of knowledge regarding taxation and how to make your money give you the best returns. A work day would typically consist to me servicing client investments and prospect new clients. I have learnt a lot of new ways to acquire new clients through hosting programs and events. I also managed a team that helped me gather new clients through tele-marketing. My co-workers were all wonderful and unique individuals. They conducted their schedule in different ways and there's a lot I have learnt being around such dynamic co-workers. Sometimes the hardest part of the job was to keep motivated and to stay on track during prospecting. Another hard yet rewarding process of the job was to manage the emotions of the clients during periods of market volatility. While it is a tough time, I took accountability and handled all the concerns which left them feeling calmer and more engaged about their financial portfolio.
So much information and resources readily available regarding money
emotional roller coaster at times