Permanent Sales Consultant / Financial Consultant at Labrador Park, Basic + Commission (Flexibl[...]

Job Responsibilities

• Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives.
• Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization.
• Recommend suitable financial products and investment opportunities based on clients’ needs and risk profiles.
• Monitor and review clients’ portfolios regularly, adjusting strategies as market conditions or client objectives change.
• Communicate complex financial information clearly and provide ongoing education to clients.
• Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients.
• Foster and grow long-term relationships with clients by delivering attentive, responsive service.
• Ensure compliance with legal and regulatory requirements in all aspects of financial advisory.
• Col...