Financial Services Representative
Financial Services Representative
Posted on :
01-10-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
As an award-winning company PFSL/ Primerica Inc. prides itself on bringing Wall Street Concepts to Main Street Families. Since our founding on February 10th 1977 we have been committed to serving middle-income families across North America by helping them earn more money become adequately protected and debt-free and save more money for their future. Our unique Financial Needs Analysis reviews clients financial circumstances and objectives to develop appropriate strategies and solutions to meet their short-term and long-term needs. With over 6200 branch offices across the United States and Canada Primerica has become one of North Americas most respected financial companies. Primerica has been recognized by various reputable organizations such as Forbes Magazine as The Best Employer for Women in 2019 and 2022 and The Best Employer for Diversification in 2021 and in 2022. Investors Business Daily has recently named us the #3 Most Trusted Financial will you doClient Assessment: Conduct thorough assessments of clients financial status including income expenses assets and liabilities to understand their financial goals and Planning: Collaborate with clients and tax professionals to develop tax-efficient strategies such as maximizing deductions and credits managing capital gains and utilizing tax-advantaged investment Education: Educate clients about financial concepts investment principles and best practices to enhance their financial literacy and empower them to make informed and Ethics: Adhere to legal and ethical standards in all client interactions maintaining client confidentiality and complying with industry regulations and guidelines such as those set by regulatory bodies like the Financial Services Regulatory Authority of Canada (FSRA).You must have:Strong communication skills with the ability to work collaboratively and independently provide assistance and build in a second language is an asset. Basic understanding of government programs and policies including but not limited to Registered Accounts Cash Accounts and Trust accounts. 3 to 5 years of experience in a customer-oriented positionA diploma or Bachelors degree is an asset.
Employment Type
Part-time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
