Jobtailor in Toronto seeks a energetic financial skilled to build long-term client relationships and plan for clients' life stages. You will prepare strategies to attract and connect with current clients and conduct meetings with prospective and existing clients.
Responsibilities include reviewing clients' financial state, building roadmaps, recommending insurance and investment products, and staying current with industry changes through ongoing training and accreditations.
📌 Client Focused Financial Planner & Roadmap Advisor Toronto
🏢 Jobtailor
📍 Toronto
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