Financial Services Representative

Charles Schwab Corporation; Saskatchewan; Hybrid; USD 55,000 - 64,000; Full time

Job summary

An established industry player is seeking passionate individuals to join their service team in transforming the finance industry. This role offers a unique opportunity to learn about investment strategies and client engagement while receiving comprehensive training through the Schwab Service Academy. You'll not only gain valuable skills and licenses but also have the chance to make a significant impact on clients' financial futures. If you thrive in a collaborative environment and are eager to grow in the finance sector, this position is perfect for you. Join a team that values innovative thought and a commitment to exceptional service!

Benefits

Paid Training

Annual Bonus Opportunity

Flexible Work Schedule

Qualifications

• Eagerness to learn about finance and the securities industry.
• Strong communication and client engagement skills are essential.

Responsibilities

• Educate clients about investment strategies and trading tools.
• Engage with clients and tackle complex issues to provide solutions.

Skills

Customer Service

Client Relationship Management

Communication Skills

Adaptability

Problem Solving

Team Collaboration

Willingness to Learn

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Tools

Multiple Computer Applications

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $55,500 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $63,250 ($57,500 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required licensing and achieving performance-based pay increases.

What you have

If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

• Ability to work full-time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
• Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

• Previous customer service experience
• Previous client relationship experience
• Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university
• Ability to adapt to changes in the market and business
• Eagerness to learn about finance
• Passion for service to clients
• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
• Robust communication, influencing, and client engagement skills
• Desire to be part of a supportive and collaborative team
• Shown success navigating multiple computer applications