Publié il y a 21 jours
Financial associate
@ Experior Financial Group
Montréal, Québec
En bref
Experior Financial Group is hiring financial associates to help clients reach retirement and other financial goals using its proprietary Experior Financial Analysis software. The role involves client consultations, customized financial recommendations, risk management and ongoing account work, with the associate building their own book of business and team. Employment types listed are full-time, part-time and contractor.
Salaire :
40 000 $–120 000 $ par année
Responsabilités :
- Consult clients on their current financial situation
- Prepare customized financial solutions from individual needs analysis
- Help clients identify and manage risk
- Comply with company risk, regulatory and policy standards
Résumé des exigences :
- Strong problem-solving and analytical skills
- Ability to build long-term client relationships
- Integrity, reliability and servant attitude
- Reliable transportation
- Clean and professional appearance
- Self-directed and hardworking
Outils et compétences
Source et dates
Flux d’un site d’emploi · jobillico
- Date publiée par l’employeur
- 2026-10-18
- Première détection par notre source
- 2026-10-19
- Mise à jour du dossier source
- 2026-11-07
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Développement des affaires |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Experior Financial Group
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 1 |
ROLE /DESCRIPTION
A large part of our success is due to our client solutions built with our proprietary Experior Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through Experior Associates to help clients reach their financial needs and goals for retirement and more.
Experior has extensive experience in dealing with a wide range of clients. Thus, we understand that every client is different and we design customized financial approaches fitting to our clients needs. Our team of licensed associates work diligently to ensure that client accounts are constantly updated, processed, and analyzed.
Financial Associates with Experior Financial Group are trained to ensure compliance with finance regulations and company policies.
POSITION SUMMARY
As an associate at Experior Financial Group, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high quality expert advice. You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team.
RESPONSIBILITIES
+ Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance;
+ Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers;
+ Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with clients information that can help them make informed decisions;
+ Complies with all the company's risk and regulatory standards, policies, and controls;
REQUIRED SKILLS
+ You have the ability to think creatively and solve problems in a fast-paced environment.
+ You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.
+ You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships.
+ You must have integrity.
+ You are caring, reliable, and have a servant attitude.
+ You are a listener and an effective communicator.
+ You are both generous and humble.
+ You are ambitious with the qualities of a teacher.
+ You are dedicated and passionate.
+ You are a visionary and a mover.
+ You possess a positive outlook and are relatable.
+ You maintain a clean and professional appearance.
+ You have reliable transportation.
+ You are looking for a fresh start with a company that makes a REAL difference.
+ Our associates need to be self-directed, hardworking individuals.
+ You are a quick learner, wanting to provide the absolute best to your clients and can go to them for the most personalized and convenient service.
Journal
Visible seulement par vous. Conservé sur cet appareil, et dans votre compte une fois connecté.