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- Required Financial Service Consultant
Job Description :
A leading Company Looking for an experienced Financial Services Consultant in Canada.
Job Details:
- Review financial literature to identify potential investments for clients.
- Provide investment information and service to clients.
- Monitor client's investment portfolios and ensure that investment transactions are carried out according to industry regulations.
- Update and compile client information through the banks internal customer relationship management (CRM) tool.
- Present client seminars to both retail and corporate clients promoting bank's services.
Job Requirements:
- Minimum one year experience is required.
- Management Skills.
- Bachelor's Degree Holder.
- Good communication Skills.
Industry :
Finance / Treasury
Employment type :
Full time
Company Details :
Carris Tech HR...view more
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