financial consultant Job
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Employer: MAX FINANCIAL LTD
SpiderID: 14074278
Location: BRAMPTON, Ontario
Posted: 10/1/2025
Wage: 36.20 hrly / 30 hr/w
Priority Review Date: 12/30/2025
Job Code / NOC / SOC:
Category: Finance/Investment
Job Description:
Languages
English
Education
Bachelor's degree
Experience
Experience an asset
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Assist in the planning and execution of financial statement audits
English
Education
Bachelor's degree
Experience
Experience an asset
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Assist in the planning and execution of financial statement audits
Job Requirements:
Certificates and licences, - Registered Insurance Brokers of Ontario
Job Criteria:
Start Date: As soon as possible
Position Type: Full-Time Permanent
Experience:
Education: Bachelors
Travel:
Vacation:
Company Profile:
Insurance - Investment Solutions For Tomorrow
Max Financial Services stands apart from competitors through an exceptional level of support and service we providefor client success, by the team of highly dedicated and knowledgeable insurance professionals. We are focused on providing products and services designed to secure a brighter future for individuals, families, and businesses. Our clients consistently depend on us to exceed their expectations, and we are dedicated to fulfilling those needs.
Contact Information:
| Contact Name: Manjinder Singh | Type: Employer |
| Company: MAX FINANCIAL LTD |