As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success
Job Summary
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
Engage in marketing and outreach activities to show clients you value them and their communities.
We aspire to give you a career, rather than just a paycheck.
Matching Summary
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
Skills & Requirements
Must-have
Client engagement and relationship building
Understanding client financial goals
Recommending financial products and solutions
Leveraging technology for client banking needs
Nice-to-have
Goal-oriented and detail-oriented
Passionate about people and learning
Building trust through respect and authenticity
Key Requirements
1 year experience in working with clients and achieving sales results
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)