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| Employer Name: J&H Financial Corp. DBA InsureLine Brokers Excel |
SpiderID: 13703346 |
| Location: Calgary, Alberta |
Date Posted: 3/20/2024 |
| Wage: $36-$38/per hour |
Category: Finance/Investment |
| Job Code: |
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| Number Of Openings: 1 |
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Job Description:
1. Develop personalized financial plans for clients, addressing aspects such as cash management, personal finances, insurance coverage, investments, retirement, taxes, and other financial matters.
2. Conduct thorough analysis of clients' financial records, set realistic goals, and devise effective financial strategies tailored to their unique situations.
3. Provide expert advice on implementing these financial plans, guiding clients toward achieving their objectives.
4. Actively contribute to expanding our business by attracting new clients and fostering lasting relationships.
5. Contribute to the continuous improvement of our service delivery by staying abreast of financial trends and regulations that may impact clients and offering tailored advice accordingly.
Job Requirements:
1. Bachelor's degree in Finance, Accountancy, or related fields.
2. Minimum of 1 years experience in financial planning, investment management, or related fields.
3. Proven experience working in dynamic and diverse markets, reflecting a profound financial landscape and the ability to navigate multicultural business environments.
4. Exceptional analytical abilities with a solid foundation in assessing financial records, market trends, and investment opportunities.
5. Commitment to prioritizing client needs, with a track record of successfully advising clients on achieving their financial goals through personalized strategies.
Job Criteria:
Start Date: ASAP
Position Type: Full-Time Permanent
Years of Experience Required: 1
Education Required: Bachelors
Overnight Travel:
Vacation Time: Less Than 2 weeks / year
Job Benefits:
Health/Dental Benefits
Company Profile:
At InsureLine Brokers (Excel), we're dedicated to "Simplifying Insurance" and helping our customers save money. As a leading Canadian Insurance Brokerage, we prioritize your interests with access to an extensive network of insurance providers. Whether you need insurance for your home, vehicle, travel, business, or more, we will assist you in finding the best deal. Our expert brokers also review your current policy to ensure you're not overpaying or underinsured, providing you with the proper protection and peace of mind. With InsureLine, securing the ideal insurance policy is straightforward-we assess your needs, find the right policy, and ensure you get the best possible terms. Please contact via email: recruit.insurelinecalgary@gmail.com
Contact Information:
| Contact Name: henry cheung |
Company Type: Employer |
| Company: J&H Financial Corp. DBA InsureLine Brokers Excel |
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| City: Calgary |
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| State: Alberta |
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| Zip: T2E 3P6 |
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Web Site: https://insurelineexcel.com/
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