Community Support Operation
Current*Scheduling meetings with clients to discuss their financial needs and goals.*Collecting pertinent client information to provide investment options that align with clients' financial situations.*Monitoring market conditions to determine how various changes may impact taxes and client investments. *Advising clients on how to apply for mortgages and loans.*Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.*Cold-calling potential clients to inform them of the various financial products and services on offer. *Suggesting viable solutions to improve clients' financial statuses. *Developing in-depth knowledge of our financial products to advise clients accordingly.