Financial Services Professional

Experior Financial Group

2 days ago Be among the first 25 applicantsDirect message the job poster from Experior Financial GroupSr. Financial Professional / Training and Development / Mentoring and Growth Professional / Elite Leadership Group / Motivation Speaker / Wife Of a TruckerCompany DescriptionExperior Financial Group Inc., a 100% Canadian owned and operated company, has a talented and diverse workforce dedicated to shared values and encouraging growth and achievement. Our founders bring over 30 years of combined experience in the financial services industry. Recently expanded into the USA, with the head office in Cheektowaga, New York, our 9400+ team of licensed Financial Associates is spread across North America to handle all insurance and investment needs. We offer comprehensive training and mentorship for career development, and have been certified as a Great Place to Work in Canada for May 2024 and May 2025.Role DescriptionThis is a full-time remote role for a Financial Services Professional. The position involves day-to-day tasks such as financial planning, retirement planning, and providing financial advice and services to clients. The individual will be responsible for managing client relationships, performing financial analyses, and assisting clients in making informed financial decisions. The role requires maintaining up-to-date knowledge of financial products and services, as well as ensuring compliance with regulatory standards.QualificationsFinancial Planning, Finance, and Retirement Planning skillsStrong Communication skillsExperience in Financial ServicesExcellent interpersonal and client relationship skillsAbility to work independently and remotelyBachelor's degree in Finance, Economics, Business, or a related fieldProfessional certifications such as CFP, RFP, or equivalent are advantageousSeniority LevelEntry levelEmployment TypeFull-timeJob FunctionFinance and SalesReferrals increase your chances of interviewing at Experior Financial Group by 2xSign in to set job alerts for "Financial Services Professional" roles.We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.J-18808-Ljbffr

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Vacancy posted 3 days ago

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