financial analyst
Title posted on Monster -
Junior Financial Advisor
Posted on
September 02, 2024
by
Employer details
Primerica - Toronto
Job details
Position Overview:
The Junior Financial Advisor position at Primerica is an entry-level role designed for individuals looking to start their career in financial advising. This role involves assisting senior advisors, building client relationships, and gaining knowledge in various financial products and services offered by Primerica. The Junior Financial Advisor will receive training and support to develop their skills in financial planning, insurance, investments, and retirement planning.
Key Responsibilities:
Client Support: Assist senior advisors in managing client relationships, preparing for client meetings, and conducting follow-up communication.
Financial Planning: Learn and assist in developing comprehensive financial plans for clients, including budgeting, retirement planning, insurance, and investments.
Product Knowledge: Gain an in-depth understanding of Primerica's financial products, such as life insurance, mutual
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LocationNorth York, ON
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Workplace information
On site
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SalaryNot available
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
Monster
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Advertised until
2024-10-03
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