Bilingual (Fr/En) Financial Advisor (Toronto)

Bilingual (Fr/En) Financial Advisor (Toronto)

04 Sep
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Toronto

04 Sep

TechAlliance of Southwestern Ontario, London Economic Development

Toronto

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.The Financial Centre Advisor provides service to clients requiring assistance related to their investment and insurance products. The FCA will be responsible for responding to client inquiries, assessing and resolving client questions or concerns, providing product information and completing client transactions while delivering a skilled client experience.



The successful candidate will be well-organized, self-motivated, service and sales-oriented, excels as a contributing team player and is passionate about delivering high level customer service to our clients.What will you be doing in this role?Maintain accurate and detailed records of client interactions in CRM systemAdhere to and maintain compliance requirements of the businessDevelop, retain and grow the business by developing and establishing a relationship with clientsProvide a high level of client service by ensuring accuracy and timeliness of responsesInvestigate, resolve and respond to client queries by researching further information, as appropriate and dealing directly with the client and our partners where requiredEducate clients about products, solutions, and services providedProvide advice and

📌 Bilingual (Fr/En) Financial Advisor (Toronto)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Toronto

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