Financial Advisor
VentureTech Solutions
- North York, ON
- Permanent
- Full-time
- A strong communicator who enjoys talking with people over the phone, or in person, and helping them make an impactful decision for themselves, and/or family.
- The Financial Advisor determines financial position, goals, and debt obligations by interviewing clients, examining bills and payment schedules.
- Financial Advisors help inspire potential clients take action with a financial program to help them with their outstanding debts.
- The Financial Advisor uses financial resources by examining income, assets and expenses.
- Develop a financial plan for the client where necessary by reducing high-interest debt.
- Previous experience in debt consolidation, credit and/or collections, financial planning and sales preferred – not required. Customer Service skills are a must!
- Strong people skills and the ability to communicate effectively (orally and in written form).
- Fact gathering skills.
- Knowledge and use of PC Systems.
- Ability to work independently while meeting deadlines/goals.
- Self-motivated, willingness to constantly improve.
- Attention to detail and be able to multi-task and prioritize work on a daily basis.
- Bilingual (Spanish / English) preferred, not necessary.