Financial Advisor

Posted 20 Days Ago
Be an Early Applicant
North York, ON
1-3 Years Experience
Information Technology • Marketing Tech
The Role
Financial Advisor position available at VentureTech Solutions in Toronto North York, ON. Responsibilities include helping customers manage their finances, budgeting, and eliminating debt. No experience necessary, in-house training provided. Full benefits package and RSP with 50% company match. Bilingual (Spanish/English) preferred. On-site work with some weekend requirements. Paid training and opportunity for advancement in compensation. Top advisors make $100k+ annually.
Summary Generated by Built In

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 100k plus

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

Location: On-Site / 505 consumers Road Toronto North York, ON M2J 4Z2, Canada

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 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 is a must. Bilingual preferred, not necessary. (Spanish or French)

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 – Customer Service skills are a must!
  • Strong people skills and the ability to communicate effectively ().
  • 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 Counsellor 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 Consolidated Credit Solutions of Canada.
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The Company
HQ: Fort Lauderdale, FL
21 Employees
On-site Workplace
Year Founded: 2007

What We Do

Founded in 2007, VentureTech Solutions has always had a simple mission: to solve business problems with innovative web technology solutions. Our staff of technology experts works together with your company to design information technology, web development and internet marketing solutions that meet the challenges of your unique business environment. Your profitability is our measurement of success.

There are several ways to measure the success of your company's web efforts. VentureTech Solutions has solutions to measure all of these benchmarks:

• Increased Branding - More visitors are seeing your ads and talking about you on the Internet.
• Increased Web Traffic - More visitors are coming to your website.
• Increased Leads - More visitors are inquiring about your products and services.
• Increased Conversions - More visitors are converting into customers.

Our staff will work with your company to establish baselines, set goals and then implement solutions that will improve your bottom line.

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