Company

Hatitac Services FinanciersSee more

addressAddressSaint-Laurent, QC
type Form of workPermanent | Part-time | Full-time
salary SalaryUp to $150,000 a year
CategoryAccounting

Job description

```Duties:```
- Provide financial advice and guidance to clients based on their financial goals and objectives
- Assess clients' financial situations by gathering information about their income, assets, debts, and expenses
- Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences
- Recommend appropriate investment strategies and products to help clients achieve their financial goals
- Monitor and review clients' investment portfolios on an ongoing basis, making adjustments as needed
- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
- Build and maintain strong relationships with clients through regular communication and meetings
- Collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial planning services

```Requirements:```

  • Fluent in Mandarin or Cantonese; basic proficiency in English or French.
  • Passion for the sales industry, enjoys competitive and challenging work.
  • Highly empathetic, eager to help others, enjoys making friends, and skilled in communication and problem-solving.
  • Excellent interpersonal and communication skill

Company Offers:

  • We provide guidance for the Quebec financial license examination, LLQP and assistance for newcomers to enter the North American financial industry.
  • We offer comprehensive training and development guidance for newcomers, and provide assistance during the internship period to help you become a formal financial advisor smoothly.
  • Flexible working hours, self-employed commission income with lucrative commissions. The average annual income in Canada after three years of practice exceeds CAD 100,000, with no upper limit.
  • We organize various group activities, dining rewards, peer exchange meetings, and excellent advisor trips to Northern Europe every year, awaiting you.

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Types: Full-time, Part-time, Permanent

Salary: Up to $150,000.00 per year

Expected hours: No less than 28 per week

Benefits:

  • Dental care
  • Extended health care
  • RRSP match

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday
  • Weekends as needed

Supplemental pay types:

  • Bonus pay
  • Commission pay

Work Location: Hybrid remote in Saint-Laurent, QC H4T 1V6

Refer code: 2177713. Hatitac Services Financiers - The previous day - 2024-03-21 16:51

Hatitac Services Financiers

Saint-Laurent, QC

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