At JYO, our financial consultants work with a comprehensive and varied range of financial solutions. You will receive training in a suite of knowledge and skills surrounding the market.
Your duties will vary from day-to-day, and will largely include the following:
- Reviewing your clients’ portfolios
- Conceptualising financial strategies
- Staying current with trends in the market
- Finding and nurturing new prospects
At JYO, we want to be able to ensure that our clients and our financial consultants both succeed. Our proprietary wealth management tool, the Systematic Wealth Builder (SWB), is a tool that empowers all financial consultants to plan at Chartered Financial Consultant standards.
The SWB gives an overview of what needs to be done, with the flexibility of zooming into a particular area of concern. It is designed to add depth and coverage in all aspects of financial planning, and can be easily applied by new financial consultants with successful results.
As a financial consultant, your income is reflective of the value that you can provide to your clients. As such, you are able to influence the size and growth of your earnings, allowing you to make investments for your family and future.
There are a variety of career advancement options available for financial consultants, including taking on a leadership role as a manager. At JYO, you will receive mentorship and guidance in the direction you choose to pursue.
In financial consulting, you will be able to personally manage your work hours. This flexible working schedule allows you to prioritize as you need, giving you more quality time with your loved ones and for yourself.
In addition to high income potential and growth, you will receive a range of other benefits from this career, including the opportunity to travel internationally on yearly convention trips.