APPLY NOW! Financial Services Representative NOC 63102 Jobs In-Demand *APPLY FOR FUTURE OPPORTU[...]

GreenTech Resources Worldwide Canada; Stratford; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services provider in Stratford, Canada, seeks a Financial Services Representative to assist clients with their financial needs. The role involves collecting relevant information to provide suitable investment solutions, as well as maintaining long-term client relationships. Candidates should possess a Bachelor's degree in finance, relevant experience, and strong communication and analytical skills. The position offers full-time employment with a salary ranging from $29.11 to $45.41 per hour.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or a closely related discipline is required.
• Demonstrated experience as a financial services representative.
• Solid understanding of financial legislation.
• Expertise in all Microsoft Office apps.
• Excellent mathematics abilities.

Responsibilities

• Making appointments with clients to discuss their financial needs.
• Collecting relevant client information to present investment solutions.
• Monitoring market circumstances for potential impacts on investments.
• Providing guidance on mortgage and loan applications.
• Creating and maintaining long-term client relationships.
• Cold-calling prospective clients.
• Offering viable solutions to financial problems.
• Developing an in-depth understanding of financial products.

Skills

Communication skills

Analytical abilities

Problem-solving skills

Customer service skills

Understanding of financial legislation

Mathematical abilities

Education

Bachelor’s degree in finance, economics, accounting, or a closely related discipline

Tools

Microsoft Office

Job description

GreenTech Resources Worldwide Canada | Full time

APPLY NOW! Financial Services Representative NOC 63102 Jobs In-Demand *APPLY FOR FUTURE OPPORTUNITIES*

Stratford, Canada | Posted on 03/13/2025

• Date Opened 03/13/2025
• Job Type Full time
• Work Experience 1-3 years
• City Stratford
• State/Province Prince Edward Island
• Country Canada

About Us

Job Description

• Making appointments with clients to discuss their financial needs and aspirations.
• Collecting relevant client information in order to present investment solutions that are appropriate for the clients’ financial situations.
• Market circumstances are being monitored to see how potential developments may affect taxes and client investments.
• Providing guidance to clients on how to apply for mortgages and loans.
• Creating and maintaining long-term client connections in order to stimulate recurring business and client recommendations.
• Prospective prospects are cold-called to inform them of the many financial goods and services available.
• Offering viable answers to clients’ financial problems.
• Developing in-depth understanding of our financial products in order to provide appropriate advice to clients.

Requirements

• Bachelor’s degree in finance, economics, accounting, or a closely related discipline is required.
• Demonstrated experience as a financial services representative.
• Solid understanding of financial legislation.
• Expertise in all Microsoft Office apps.
• Excellent mathematics abilities.
• Outstanding analytical, organizational, and problem-solving abilities.
• Communication abilities that are effective.
• Excellent customer service abilities.

Terms of Employment:

• Full Time
• Permanent Position

Required Years of experience: 1 year to less than 2 years

Salary: $29.11 - $45.41 per hour