Frannie Angel Taladtad

Representative @PFSL Investments Canada Ltd

Toronto, ON, CA

Assess clients through Financial Needs Analysis Provide appropriate financial products and services such as Life Insurance, Retirement Planning, Investments (RRSPs, TFSAs, etc.), debt reduction.Manage client relationships and provide ongoing support to ensure long-term financial success.Stay current with required licenses (e.g, LLQP, mutual fund licensing)Hit the link to learn more https://lnkd.in/e2NpMr_CJoin my team https://forms.gle/amWuDNREnGkU81ru5