Financial Advisor in Ajax, Ontario

FINANCIAL ADVISORS WANTED

QUALIFIED AND PROVEN INBOUND CALLS PROVIDED

COLLECTIONS/CONSOLIDATION AND CREDIT CARD DEBT EXPERIENCE PREFERRED, NOT REQUIRED

Lead Type:                  100% Inbound Calls

Compensation:           Paid Training  + Ample opportunity for advancement in compensation and responsibility. Top advisors make 75k plus 

Benefits offered:     Full benefits package and RSP with 50% company match 

Location:                  On-Site / 360 Bayly St W Suite 201 Ajax, ON L1S 1P1

Schedule:                  Mostly during the week with some weekend requirements (Saturday)

Consumer credit counselling services are designed to help consumers develop effective strategies for paying off credit card debt. Non-profit credit counselling is not a  debt solution (https://www.consolidatedcredit.ca/debt-solutions/)  in and of itself. Instead, it’s a service that helps you identify the best solution to use based on your goals, debts, credit, and budget.

Proficient in English and communication skills a must.  Our Financial Advisors help customers in budgeting, managing their finances, and eliminating unsecured debt.

Financial Advisor General Description:

• 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.

  Financial Advisor Qualifications:

• 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 preferred, not necessary.

  Many of the successful hires we have made over the past few years have come from inside sales / call centre environments. An added plus for a Financial Advisor would be to come from the Mortgage or Collections industry. 

  We provide an in-house training program and certification. No experience necessary.

  By submitting your interest in this position, you provide your written express consent and agree that VentureTech Solutions may contact you regarding employment opportunities using autodialing, text and pre-recorded messaging for convenience via telephone, mobile device (including SMS and MMS – charges may apply depending on your carrier, not by us, messaging frequency varies; text STOP to cancel), even if your telephone number is currently listed on any internal, corporate, state or federal Do-Not-Call list. VentureTech Solutions, LLC provides recruitment services for New Leaf Debt Solutions.

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