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Job Description
McHewel is a leading organization that has provided brokerage and investment services for over 25 years. Listed in Forbes as one of Canadian best big companies, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.
Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.
Role:
We are currently seeking a Series 7 and 63 licensed Investment Consultant.
As an Investment Consultant at McHewel , you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the McHewel platform, resulting in asset accumulation and retention.
We have built a successful, client-focused business model and an outstanding work environment where you can grow your career. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at McHewel.
Our Investment Consultants are paid a base salary and are eligible for quarterly sales incentives based on individual production and Branch performance against both asset and new account targets. In addition, we offer a comprehensive benefits program that includes medical, dental, and 401(k).
Responsibilities:
Make proactive, business development calls to prospects and clients
Presentation of solutions to clients and prospects through face-to-face meetings
Tracking of your activities through our client relationship management system
Continuing to update your sales skills
Responding to leads generated through our supplemental business development efforts
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For more information visit http://www.mchewel.com/
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