Employer Profile

AEGON

AEGON

Toronto, ON Canada

Our client, a Financial Service provider in Toronto is looking for a smart, energetic and enthusiastic personnel to fill the position of a Financial Educator.

Job Purpose: Help clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans

Job Duties:
- Markets services by asking for referrals from current clients; meeting prospects; responding to inquiries; developing promotions; presenting financial planning seminars.
- determine clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.


The ideal candidate will possess the following qualifications:
- Applicable only to post graduate work permit holders, Permanent residents and citizens
- No previous experience required
- Passion for financial planning and helping customers.
- Proficient in MS Office Word, Excel
- Willing to work in a field which is helping Canadian families to accomplish their financial needs


Note-ideal candidate will be trained accordingly.

How to apply: Contact- 647-713-6410,647-668-6410

Company: AEGON
Posting Company Type: Employer
First and Last Name: A.J.ALAN
Industry: Banking / Financial
Address: 100 Cowdray Court , Suite 310 Scarborough
Zip/Postal Code: M5J 1A6
Phone: << Hidden Information >>
Fax (numbers only):
URL: http://vincyvarghese9@gmail.com
Registered From: 12/17/2014
Jobs: 1 jobs posted / 0 jobs currently available

The following jobs are available:

No jobs found for this employer.


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