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The Placement Professionals
 
Investment Specialist - Sales
 

Are you a Financial and/or Investment Specialist looking for a new opportunity?

Do you have a passion for assisting people with the accumulation, preservation and transfer of their wealth as they move through the stages of their financial life cycle?

Does your passion also include the desire to achieve and surpass corporate sales goals?

If so our client would be interested in meeting with you!

As a proven leader in business development some of your responsibilities will include:
• To assist current clients/potential clients to achieve financial wellness.
• Assist staff in identifying potential current clients who would benefit from investment products and services.
• Follow up on branch referrals and client inquires to develop and maintain effective relationships.
• Work closely with branches and departments to develop an efficient marketing plan to maximize investment sales opportunities & increase awareness of wealth management products and services.
• Meet with clients to indentify overall investment objectives and risk tolerances.
• Process investment transactions accurately and efficiently within established policies, procedures and regulations.
• Participate in the development and delivery of seminars and other marketing strategies.

Skills Required:
• Strong business building, leadership and communication (written & verbal)
• Interpersonal and strong advisory selling skills.
• Exceptional time management
• Public speaking and presentations
• Strong Computer skills

Knowledge:
• Demonstrated background in business development/sales.
• CSC, IFIC and/or CFP.
• Real Estate Investment.

Excellent compensation package that comprises base, commissions and company benefits. Opportunity for 6+ figure income.

To apply for this position please submit your resume to xxxx.xxx@xxxxxxxx.xxx.

Thank you in advanced for your interest as only qualified candidates will be contacted for interviews.

 
Date: October 29, 2009
City/Town:Greater Vancouver
Location:BC/Vancouver
Wage/Salary: 6+ figure
Start: Oct. 26, 2009
Duration: Nov. 30, 2009
Type: Full Time
How to apply:send resume by email
Company: The Placement Professionals
Contact: Rob Proudfoot
Phone:
Fax:
Email:

Eligibility note:

It is unlawful to employ a person who does not have permission to live and work in Canada. Unless the advert states otherwise, please ensure you have this permission before applying.





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