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| Considering
a move? |
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Fiscal Agents
Financial Service Group operate
a retail Savings and Investment Centre, and is looking for Associate
Representatives to add diversity to their already successful team
in Oakville, Ontario.
To become a part of this dynamic
team, you must have the financial and communication skills to build
solid relationships with your clients as well as the discipline
to make things happen. In return, as a part of the Fiscal Agents
team, you will have access to effective product information systems
and back office systems to ensure professional transactions from
start to finish.
If you are looking for lots
of corporate guidance including objective setting, rah-rah sales
meetings and mandates to sell "products of the week",
then keep looking because you won't find it here. However, if you're
looking for an entrepreneurial, yet professional and reliable
place to conduct your business, look no more.
Fiscal Agents can provide
you with generous commission payouts, broadest product selection,
advanced product information, administrative and back office support
systems.
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| A
small organization with some big advantages! |
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Established
in 1977, Fiscal
Agents deposit brokerage has been successfully building its presence
in Oakville and across Canada. In Ontario through its Oakville based
Savings and Investment Centre, coupled with Fiscal Agents Insurance
Limited a life and annuity agency
We
offer mutual fund services through IPC Investment Corporation, a
mutual fund dealer.. By offering a wide range of products and
services you can be confident that you are joining a winning
team.
The Financial Information
Services Division gathers and provides copyrighted product interest
rate data to most major and local newspapers nationally. In addition,
is also supply's this information to Canada's largest Internet sites,
www.canoe.ca
who average 1.6 million page views per week. thestar.com,
sympatico.ca
for interest rates and calculators/tools
and canada.com
are also destination sites for may investors. Reporting in excess
of 20 million views per month.
Through our Financial Information
Services Division, Fiscal Agents also gathers and provides product
profiles and daily rate information to financial services professionals.
This is done through Money:Guide
(tm), an on-line rate and product information system, as well as
through The Fiscal Reports which are semi-annual detailed surveys
of financial product features, fees and conditions.
As a result, the name Fiscal
Agents is widely known to investors and is recognized as the
source for accurate comparative interest rate and product information.
National awareness and access to detailed timely product information
has put Fiscal Agents right on the leading edge.
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| Professionalism
in an entrepreneurial setting |
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At Fiscal
Agents, we provide the information and support systems that allow
you to deliver sound, insightful advice to your clients. These same
systems have helped us to develop and maintain a loyal and profitable
customer base for 30 years.
Our motto
is Enterprise With Prudence And Integrity and we believe
it is a simple concept. At Fiscal Agents, we are constantly delving
into the complexities of new technology and information to make
sure things remain simple for you and your clients. As a result,
you can be assured of a professional and innovative environment
in which to build your client base.
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| Options
for you and your clients |
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To allow
you to capture a greater percentage of your clients' investment
dollar and provide broader investment advice and options,
we provide a range of products and services to meet financial needs
at different times in the investing life cycle.
Fiscal
Agents Financial Services Group liaises with over 220 financial
institutions to provide you with the widest selection of products
and services available.
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| Support
and data management systems so you can relax |
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At
Fiscal Agents, all of our available support services take
advantage of the newest in automated, on-line technology. Our
client tracking and administration system Winfund is widely used
in the industry and noted for its user-friendliness and comprehensiveness.
We provide
your with the means to statements on demand for your clients and
distribute an informative investment newsletter. User friendly investment
Planning software is also provided for your use.
We have
on-line links with FundSERV to expedite your mutual funds
transactions and in addition, to stay on top of daily product
rates and information for GICs, RRSPs, Mutual Funds, Life Insurance
and even Mortgages, you'll have access to our proprietary Money:Guide
on-line system.
Money:Guide
allows you to track, compare and customize portfolios for
performance monitoring and much, much more. You will be provided
with all the tools and support to simplify your efforts and increase
your clients' confidence.
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| Competitive
Compensation |
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Fiscal
Agents will negotiate higher payouts for top producers. It is as
simple as that.
We base
your payout on total gross product sales placed thorough us instead
of on individual product targets. We charge no desk fees but instead
operate on a pay-per-use basis.
It is simple,
yet effective and you can be confident you are getting a fair
deal.
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| Being
Independent and Independence |
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You
generate the business, you chose the best products for your clients
and you keep your client base - even if you leave us.
As a result,
you know that your efforts will directly benefit you in both the
short term and the long term.
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| Where
to go from here |
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If
this type of independent arrangement sounds like an opportunity
that is too good to pass up, give us a call at (905) 844-7700,
e-mail us or
stop by our offices at 25 Lakeshore Road West in Oakville for a
visit. We want to talk to you and would be happy to answer your
questions and show you around.
Once we've
gotten to know each other a bit better, it will be easier for both
of us to decide if it is the right move.
(Fiscal
Agents of Oakville is an Ontario based organization.)
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Fiscal Agents & Money:Guide
add
up to "Money
Management Made Easy" ®
for you and your clients.
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