About the role
In this entry-level role, you will be responsible for identifying potential clients and presenting them with our wealth management services. You will engage with clients to understand their financial goals and provide information on how our services can help them achieve these objectives. This position is great for individuals who are new to sales and eager to learn about the wealth management industry.
The client offers training and support to help you develop your sales skills while working in a flexible hybrid work environment. This role is perfect for those looking to kickstart their career in finance and sales.
What you'll do
- Identify potential clients
- Promote wealth management services
- Engage with clients
- Understand client financial goals
What you'll need
- Strong communication skills
- Interest in finance
- Willingness to learn
Skills
Good to have
Benefits
- Training and support
- Flexible work hours
- Opportunity for career growth
Interested in this role?
It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.
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