APPLY NOW! Financial Services Representative NOC 63102 Jobs In-Demand *APPLY FOR FUTURE OPPORTU[...]

GreenTech Resources Worldwide Canada | Full time

APPLY NOW! Financial Services Representative NOC 63102 Jobs In-Demand *APPLY FOR FUTURE OPPORTUNITIES*

Stratford, Canada | Posted on 03/13/2025

• Date Opened 03/13/2025
• Job Type Full time
• Work Experience 1-3 years
• City Stratford
• State/Province Prince Edward Island
• Country Canada

About Us

Job Description

• Making appointments with clients to discuss their financial needs and aspirations.
  
• Collecting relevant client information in order to present investment solutions that are appropriate for the clients’ financial situations.
  
• Market circumstances are being monitored to see how potential developments may affect taxes and client investments.
  
• Providing guidance to clients on how to apply for mortgages and loans.
  
• Creating and maintaining long-term client connec...