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Home » Search Jobs » Job Details

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Petar Hodak, Financial Planner

Name:

Petar Hodak ADVERTISEMENT

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Company:

Diefen Recruitment Firm

Address:

1155 North Service Road,
Oakville,ontario  M9C4Z4
CA

Email:

Email Company

Job title:

Financial Planner

Job description:
 
 
 
 
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This is an opportunity to build a career with a leading wealth management organization where you can learn, grow and thrive both professionally and personally. Our Vision is to be the best financial services company serving the long term needs of Canadian individuals.

We are looking for candidates with the following characteristics:

• Achievement-orientated
• Self-manager
• Relationship-building skills
• Ability to network effectively
• Ability to impact and influence people in a positive way
• Integrity
• Self-confidence
• Analytical thinking
• Financial stability
• Focused on learning and personal growth

Responsibilities include:

• Provide ongoing, comprehensive financial planning services for your clients' short-and long-term goals.
• Review and monitor clients' financial plans and discuss progress with them on an ongoing basis.
• Inform clients about financial planning trends, changes, and legislation that may affect financial plans.
• Meet and exceed client expectations by being reliable and responsive to individuals' needs.

www.diefenrecruitment.com
resume@diefenrecruitment.com


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