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
Financial product and solution recommendation
Leveraging technology for client service
On-site full-time work environment
Face to face customer service
Nice-to-have
Goal oriented and detail focused
Passionate about people and learning
Values trust, teamwork, and accountability
Proactive behavior
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year experience in working with clients and achieving sales results
Legally eligible to work at the specified location