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Financial Advisor

Posted by: Excel Financial Group Inc.

Posted date: Feb-03-10

Location: Markham

Job Title Financial Advisor
Category Category -> Business, Finance & Admin
Company Name Excel Financial Group Inc.
Salary
Email Samuel_Li@MAIL.COM
Location Markham
Job Type Job Type -> Full-Time
* Opportunity is entrepreneurial

We are seeking individuals who are intrigued by a career in financial advisory business.

As a Financial Advisor, you will analyze clients needs and give advice on:

* Investment Portfolio
* Tax planning
* Estate Planning
* Insurance Planning

You will also have
• Flexible Working Hours
• Team-oriented environment
• Easily Accessible office location
• Full Support from our back office staff
• Competitive Commission Rate
• Trainings Provided

TRAINING AND SUPPORTS
• New Agents will receive “Trainings in the First 90 Days”
• Trainings on different areas will also be provided regularly (Marketing, Product and Service, Compliance, Technology)


ADVISORS REQUIREMENTS:
• Either completed or willing to complete IFIC/ CSC/LLQP
• Good communication skills
• Great Networking skills
• Self-motivated
• Willing to learn and accept challenges
• Optimistic and Energetic
• Fluent in English