Financial Advisor Jobs Work from Home Apply Now 2021

What You’ll Do

• • Specialized training in financial empowerment services to low- and moderate-income individuals
  • Conduct one-on-one planning sessions with employees from client companies to discuss personal financial situations and offer general guidance
  • Perform relevant research to ensure information in presentations is relevant, accurate, and useful to employees
  • Coordinate with clients to schedule meetings
  • Answer client questions via email and/or phone

Who You Are

• • Must have Accredited Financial Counsellor Canada certification or equivalent
  • High energy, talkative, self-motivated person
  • Ability to multi-task efficiently and to be flexible with ever-changing priorities and deadlines
  • Must work well with others in a fast-paced, customer service-oriented environment and be responsive to clients
  • Ability to work independently, with minimal supervision, and can take initiative and create solutions
  • Strong organizational skills and attention to detail
  • Excellent verbal and written communication skills; comfortable speaking and presenting webinars
  • Works well with others in a fast-paced environment and be responsive to co-workers and clients.
  • Adaptability and flexibility to respond to client and team needs
  • Strong time management skills and ability to manage competing priorities and high volumes
  • Sense of curiosity and willingness to learn industry knowledge and trends