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Current Opening Positions

Account Manager

  • Operating as the lead point of contact for any or all the specific customers be assigned by advisor

  • Building and maintaining strong, long-lasting customer relationships with any assigned client and prospector

  • Develop new business from existing clients and actively seek new opportunities

  • Help the advisor to achieve sales quotas and grow advisor`s business, ensure the timely and successful delivery of financial planning according to customer needs and objectives

  • Follow up and make an appointment on behalf the advisor with assigned client

 

Requirements of the role:

  • Proven work experience as an Account Manager, Key account manager or other relevant experience

  • Demonstrable ability to communicate, present and influence credibly and effectively at all levels of the Black Key Financial Consulting INC, including executive

  • Proven ability to manage multiple projects as a time while paying strict attention to detail

  • Excellent listening, negotiation and verbal communications skills

Financial Advisor

Financial advisers may provide investment advice across a variety of financial products and services or choose to specialist in a few selected products and services. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.

  • Meeting clients to understand their needs and demands

  • Preparing financial plans with a mix of short and long term investments

  • Implementing approved plans

  • Providing periodic updates on the performance of investment portfolios.

Requirements of the role:

  • Have CSC or CIFC or IFC license

  • Have LLQP license

  • Excellent verbal and written communication skills.

  • Ability to lead and motivate a small team would be an advantage.

p.s: We are still consider candidates with strong qualifications without licenses, it is allowed to take license course after join our company.

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625 Cochrane Drive, Suite 610 Markham, Ontario L3R 9R9

Toronto Office: (905) 754-3537

Fax: (905) 479-0856

Email: blackkey.toronto@gmail.com