Sentences with phrase «based financial consultant»

Toronto - based financial consultant James Zaza, president of Zaza Financial Group, teamed up with insurance companies to create a proprietary iPPP for self - employed people — in this case real estate agents who can't take advantage of incorporated tax benefits that real estate brokers get through their personal pension plan.

«Many estimates have the Social Security Trust Fund exhausting around 2034,» said Peter Donohoe, a Boston - based financial consultant at Citizens Investment Services.

«Many estimates have the Social Security Trust Fund exhausting around 2034,» said Peter Donohoe, a Boston - based financial consultant at Citizens Investment Services.

Not exact matches

A crackdown in Ontario last month put the spotlight on these products when the province's financial services regulator issued $ 1.1 million in fines against four parties that were involved with syndicated mortgages for real estate development projects in which Ontario - based Fortress Real Developments Inc. was a developer or development consultant.

Sticking close to home on the banking front is a strategy that Donna McGovern, a financial consultant and owner of Custom Business Results Inc., based in Huntington Beach, Calif., recommends to her clients in all economic environments.

* Charles Speake, a Honolulu - based management consultant and publisher of the Hickson Financial Marketing Report (P.O. Box 1444, Honolulu, HI 96806), a monthly newsletter on small business finances, has adapted VisiCalc to a wide variety of uses, including keeping tabs on extpense - account reporting.

In 2015, Uber passengers were paying only 41 % of the actual cost of their trips, according to an analysis by transportation industry consultant Hubert Horan, based on financial statements from Uber.

If you end up getting divorced during your lifetime, you are eligible to receive Social Security retirement benefits based on your ex-spouse's earnings history, said David Freitag, a financial planning consultant with MassMutual.

But Hank Sheinkopf, a Democratic political consultant based in Manhattan, questioned whether it's possible for anyone to come into office and solve Nassau's financial problems.

A consultant essentially hires out expertise on a time basis, making the accurate recording of hours spent on projects essential for both project management and financial accounting.

«They know that the notion of getting established in life is being lost, that nothing is gained at the professional level, and that therefore it is better to base relationships on the human qualities of their partner, rather than on his or her financial stability,» said Sabrina Philippe, a psychologist and consultant at eDarling.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

«Some of the banks serve small clients incredibly well by helping them set up automatic withdrawals from their paycheque, getting them into good mutual funds, and getting them started on accumulating some wealth,» says Tessa Wilmott, a financial services consultant with Market Logics Inc., a Toronto - based market research and consulting firm.

Work with a Financial Consultant to choose a diversified portfolio based on your goals, timeline, and risk tolerance

The Financial Consultant will work with you on an ongoing basis to keep up with changing life events and market trends.

Financial Consultants are dually registered with E * TRADE Securities, a registered broker - dealer, and E * TRADE Capital Management, LLC, an investment adviser registered with the SEC, and may offer services that are either one - time commission based or ongoing fee - based advisory services.

Instead, 4 Pillars acts as a consultant / intermediary working solely on behalf of the debtor to navigate the complex and confusing debt industry and advocates for them to help find and implement the very best solution based on their long - term financial goals and dreams.

If you end up getting divorced during your lifetime, you are eligible to receive Social Security retirement benefits based on your ex-spouse's earnings history, said David Freitag, a financial planning consultant with MassMutual.

But if you are looking to hire a consultant or advisor who can guide you to a solution based on your overall financial situation, then you want to look for someone like Damon Day who is a coach and / or consultant.

A good financial consultant provides insight and direction based on years of investing experience, but they know you're the decision - maker.

Collaborate with your dedicated Financial Consultant to tailor a bond portfolio based on your specific needs, risk tolerance, and timeline.

The team may also enlist third party consultants such as an audit firm or financial officer of a security issuer on an as - needed basis to assist in determining a security - specific fair value.

In almost all cases, the people we see unwittingly filed tax returns based on advice from tax consultants or financial advisors, advice that the Canada Revenue Agency does not agree with.

Based on your unique financial situation, our mortgage consultants can help you establish a plan to achieve your home ownership goals while staying on budget.

Financial consultants working on a commission basis have to drum up a minimum amount of brownie points annually, or they're fired.

«The typical 100 percent markup can become a burden to clients dealing with a pet's chronic disease,» says Fritz Wood, CPA, CFP, a veterinary financial and business consultant based in Lenexa, Kansas.

«Debt is a part of doing retail business,» explains Walter L. Zweifler, president of New York City - based Zweifler Financial Research, which serves as a business consultant to the retail industry.

Travel Partners, a Sydney - based business with a strong network of independently contracted home - based consultants or mobile travel agents generating TTV of around AUD$ 70M in its 2017 financial year.

The financial risks of the tuition - based model are so high that even the financial consultants the school used advised against it.

Please do not continue to accept stakeholders» perspectives without balancing their claims, which are based on projections of huge financial gains for the renewable energy entrepreneurs and investors or on idealistic environmentalists, against solid scientific research (governmental, academic and independent consultants in Ontario, Canada and internationally).

Our employment lawyers represent businesses across a broad range of industry sectors and our clients include financial institutions, commercial businesses, actuaries, pension consultants and trustees who come to us either on an ad hoc basis or who retain our services for ongoing advice.

Our expert family consultants present seminars and workshops to groups and associations (e.g., realty agents, financial professionals, insurance professionals, health professionals, etc) on a regular basis throughout Ontario.

Uniquely positioned via decades of experience as attorneys, law firm administrators, paralegals, law firm trainers, and legal IT, Affinity consultants have been working with law firm clients since 1998 on technology audits; strategic business & management assessments; technology selection and implementations; traditional and cloud - based financial practice management; litigation support and trial preparedness; and in - house training and professional development.

The risk taking profile computed under the Risk Analyzer calculator is an indicative figure and may vary from person to person depending on the analysis conducted based on the replies received on Risk Capacity and Risk Tolerance Questionnaire: For more detailed analysis and risk level calculations, please contact your financial consultant.

The advantage for companies that work with Hays to fulfil their recruitment needs is access to our group's broad base of consultants across all the different disciplines in the financial sector.

As a Recruitment Consultant, you will be involved in the following; • Developing business with new clients over the phone • Attending business meetings with new and existing clients • Maintaining working relationships with existing clients and identifying opportunities for further business • Sourcing candidates to match your clients» recruitment needs • Advertising vacancies in a professional and attractive manner, in order to find the best candidates • Thoroughly Interviewing candidates and preparing them for interviews with your clients • Negotiating offers between your clients and candidates • To offer exceptional customer and service levels to all clients and candidates As a Recruitment Consultant will be targeted on both activity (e.g. sales calls and meetings) and financial billings on a weekly and monthly basis and are expected to achieve and exceed the targets agreed.

Received a Product Division Marketing Award for Information Management Sales and Performance of Contracts.As a Systems Engineer I had various assignments and customer bases, such as Banks, Credit Card Corporations, or other Financial Consultants, to Government Offices, Telecommunications Industries and Stores.

PROFILE Sales Consultant / Supervisor / Trainer / Entrepreneur Travel Sales Furniture Sales Sales Supervisor / Trainer Financial Planning / Mortgage Sales * Dynamic, energetic and optimistic potential leader with a diverse knowledge base * Unique ability to absorb and apply new knowledge quickly * Proven track record of relating well with clients and co-workers and having the ability to get the job done * Demonstrated ability to...

US Financial Alliance Consultants, Charlotte • NC 2007 — 2008 Operations Manager / New Business Development Overhauled and automated financial forecast modeling system and dramatically grew client base by more tFinancial Alliance Consultants, Charlotte • NC 2007 — 2008 Operations Manager / New Business Development Overhauled and automated financial forecast modeling system and dramatically grew client base by more tfinancial forecast modeling system and dramatically grew client base by more than 50 %.

Due to recent restructure, we are looking to increase our workforce by adding a new Candidate Consultant / Trainee Recruitment Consultant to our existing team Duties: - Liaise with consultants with regards to live vacancies and obtain specifications of the candidate requirements - Take down accurate job descriptions as well as details regarding financial / benefits packages etc - Produce vacancy adverts to be posted across various media platforms, both internal and external - Manage advertising response and short list in line with job requirements - Proactively approach candidates sourced from both internal and external databases - Discuss live roles in more detail with potential candidates to confirm eligibility for the positions applied for - Present candidate details to the consultants on your team We are looking for enthusiastic and ambitious individuals who have a background in either recruitment or sales based working environments.

Trainee Graduate Recruitment Consultant - Technology, IT, Financial Services Basic # 25k OTE # 50k + + Benefits include Flexi benefits, Pension Scheme, Duvet days, Lunch clubs, 22 days Holiday plus Bank Holidays Based Brighton, West Sussex

As a Recruitment Consultant you will be concentrating on providing recruitment solutions to our clients and your duties will include: - Developing business with new and existing clients Attending business meetings Sourcing and interviewing candidates Preparing candidates for interviews This is a targeted environment and you will be targeted on activity and financial billings on a weekly and monthly basis.

Job Role: Candidate Cosultant / Trainee Recruitment Consultant Location: Central Bournemouth Financial Package: # 25,000 - # 30,000 OTE - Commission Uncapped Kemp Recruitment are a specialist Recruitment Consultancy based in the heart of Bournemouth.

Trainee IT Recruitment Consultant - City of London - Immediate Start Recruitment Consultancy Trainee Recruitment Consultant Based within the City of London, as an IT Recruitment consultant, you will be able to take advantage of being in the financial epicenter Consultant - City of London - Immediate Start Recruitment Consultancy Trainee Recruitment Consultant Based within the City of London, as an IT Recruitment consultant, you will be able to take advantage of being in the financial epicenter Consultant Based within the City of London, as an IT Recruitment consultant, you will be able to take advantage of being in the financial epicenter consultant, you will be able to take advantage of being in the financial epicenter of the UK.

Trainee Recruitment Consultant - Financial Services Recruitment Consultant A City of London based Financial Services Recruitment Company have an opening for 3 Graduate Trainee Recruitment Consultants to join their team in May 2018 Renowned for their award - winning training, this opportunity is ideal for...

Financial Services Sector, City of London # 20 - 25k starting basic with # 90k + year 2 OTE plus training & company benefits Award winning training and the best incentives in London We're working with a City - based Financial Services Recruitment Consultancy, who have a few places left on their Graduate Trainee Recruitment Consultant Scheme.

Recruitment Consultant - Financial Services Basic c. # 25 - 30,000 OTE # 45,000 + Benefits include 23 days holiday, company incentives, bonus schemes, private healthcare, profit share scheme, lunch club Based Manchester - City Centre

Financial Trainee Recruitment Consultant - Sheffield - # 18 - 23k Market leading financial recruitment Consultancy based in Sheffield are looking to recruit a trainee recruitment consultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please applyFinancial Trainee Recruitment Consultant - Sheffield - # 18 - 23k Market leading financial recruitment Consultancy based in Sheffield are looking to recruit a trainee recruitment consultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please applConsultant - Sheffield - # 18 - 23k Market leading financial recruitment Consultancy based in Sheffield are looking to recruit a trainee recruitment consultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please applyfinancial recruitment Consultancy based in Sheffield are looking to recruit a trainee recruitment consultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please applconsultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please apply today...

Trainee Recruitment Consultant - Financial Crime Basic c. # 21,000 OTE # 35,000 + Benefits include uncapped commission, 23 days holiday, company incentives, bonus schemes, private healthcare, profit share scheme Based London, City

Trainee Recruitment Consultant - Financial Crime Basic c. # 21,000 OTE # 35,000 + Benefits include uncapped commission, 23 days holiday, company incentives, bonus schemes, private healthcare, profit share scheme Based London, City - HOT Financial Crime desk working with FTSE 250 companies - Excellent training...