What are the responsibilities and job description for the Financial Services Consultant Position position at Garry Executive Search?
Job Requirements
To succeed in this role, you must possess a strong understanding of wealth management principles and practices. You should have 3-10 years of professional experience within wealth management, financial planning, or a related client-service role. Additionally, you should be proficient in Microsoft Office and have experience with eMoney, Tamarac, Salesforce, or similar platforms.
What We Offer
In return for your expertise, our client offers a competitive salary and comprehensive benefits package. You will have the opportunity to work in a dynamic and supportive environment, with a focus on continuous learning and growth. If you are ready to take the next step in your financial advisory career, we invite you to apply.
To succeed in this role, you must possess a strong understanding of wealth management principles and practices. You should have 3-10 years of professional experience within wealth management, financial planning, or a related client-service role. Additionally, you should be proficient in Microsoft Office and have experience with eMoney, Tamarac, Salesforce, or similar platforms.
What We Offer
In return for your expertise, our client offers a competitive salary and comprehensive benefits package. You will have the opportunity to work in a dynamic and supportive environment, with a focus on continuous learning and growth. If you are ready to take the next step in your financial advisory career, we invite you to apply.
