taag
Financial Consultant
Ottawa, Ontario
Sponsorship not specifiedDetected 20 days ago
CRMSalesPipeline ManagementHROnboarding
About the role
- You will work with individuals, offering tailored financial advice, investment recommendations, and portfolio management.
- Track and monitor client activity by prioritizing and following up on assigned tasks within the CRM system.
- Assist the Executive Assistant in preparing and maintaining meeting minutes and reports.
Responsibilities
- Manage the sales pipeline and oversee work in progress.
- Maintain both electronic and physical filing systems efficiently.
- Support and initiate tasks during the client onboarding process, ensuring adherence to timelines and checklist requirements.
Requirements
- Enter new product investment details into the CRM system as soon as products are approved, ensuring all required data fields are accurately completed.
- If you are interested to apply, please submit your resume to Human Resources at Careers@taag.ca
Benefits
- Gather financial and investment data on companies, stocks, bonds, and other assets through daily stock and bond reports, economic forecasts, trading volumes, financial publications, and company statements.
- Review and analyze collected financial and investment data, including company profiles, stock and bond prices, yields, trends, and other relevant information.
- Provide consulting and analytical support to clients, senior executives, pension fund managers, and securities professionals.
- We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other characteristics protected by law.
Company info
- We are seeking an experienced Financial Consultant to join our team.
Equal opportunity
- TAAG is an equal opportunity employer.
- We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture.
This listing is sourced directly from taag's careers page and normalized into a canonical job model.