As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will enable their financial success
Job Summary
As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will enable 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 build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will enable their financial success.
Skills & Requirements
Must-have
Client engagement and relationship building
Financial planning and advice
Knowledge of cash management and credit
Leveraging technology for client service
On-site full-time work environment
Nice-to-have
Putting clients first
Driven to succeed
Passionate about people
Love to learn
Values matter
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Legally eligible to work in Canada
Attribute-based assessment and skills test may be required