27 Sep
|
51.CA Media Group
|
Toronto
27 Sep
51.CA Media Group
Toronto
Elevate your career as a Financial Consultant & Insurance Broker with North American financial services. Focus on delivering expert financial advice tailored to client needs. We are searching for motivated individuals interested in forging meaningful client relationships through financial and insurance solutions.
In this position, your role includes performing assessments, identifying appropriate products, and staying updated on compliance and industry changes. Options for part time or full time work enhance flexibility around your schedule. Key Responsibilities:
Meet with clients to discuss financial needs and goals
Assess and explain suitable insurance and investment solutions
Maintain accurate records and prepare relevant documentation
Follow up on existing policies and address current financial needs
Drive business growth through referrals and community engagement Requirements:
Required LLQP certification or training provided
Relevant experience in financial services or insurance preferred
Strong organizational and communication skills
Ethical and client-focused work approach
Ability to foster long-term client relationships Deliver insightful financial solutions while advancing your career at North American financial services.
📌 Experienced Financial Consultant & Broker Toronto
🏢 51.CA Media Group
📍 Toronto