Financial Services Representative

The Talent Care; Burlington; On-site; CAD 50,000 - 75,000; Full time

Job summary

Join The Talent Care as a Financial Services Representative in Burlington, where you'll empower clients with personalized financial solutions. Leverage your expertise in investments and insurance to build relationships and help shape brighter financial futures. This position offers a supportive environment focused on professional growth and impactful work.

Benefits

Opportunities for learning and growth

Dynamic work environment

Inclusive company culture

Qualifications

• Minimum 3 years of experience in financial services.
• Expertise in investment and life product sales.
• Bringing an existing book of business is a strong asset.

Responsibilities

• Develop and nurture client relationships through personalized financial solutions.
• Conduct needs analysis and recommend tailored solutions.
• Create strategic marketing plans to enhance brand engagement.

Skills

Communication

Organizational skills

Problem-solving

Entrepreneurial spirit

Education

Post-secondary education in a relevant field

Mutual Funds License

Job description

Location : Burlington, ON (Thomas Alton Blvd area)

Job Type : Full-Time

Who We Are

At The Talent Care , we empower organizations and professionals to thrive. As a leader in comprehensive HR and workforce solutions, we go beyond staffing to provide holistic services that drive growth, adaptability, and lasting value. Our commitment to innovation, client-centered strategies, and talent excellence has helped businesses and individuals succeed across diverse industries.

About the Opportunity

Are you ready to elevate your career in financial services? Join The Talent Care’s team as a Financial Services Representative and help us make a positive impact—one client at a time. In this exciting role, you will build strong, lasting relationships with clients, provide expert financial advice, and drive growth in investment and insurance portfolios. Your passion, expertise, and commitment to service will shape brighter financial futures and strengthen our community.

What You’ll Do

Develop and nurture client relationships through personalized, advice-based financial solutions, including investments and insurance (segregated funds, mutual funds).

Proactively expand your client portfolio through prospecting, outbound outreach, and participation in community and networking events.

Create and execute strategic marketing plans to enhance our brand and connect with new clients.

Conduct thorough needs analysis, assess client financial goals, and recommend tailored solutions—all while ensuring regulatory compliance and industry standards (including KYC).

Provide ongoing portfolio reviews, identify growth opportunities, and deliver a high level of service and documentation.

Requirements

What Makes You a Great Fit

Minimum 3 years of experience in financial services, with expertise in investment and life product sales.

Post-secondary education in a relevant field.

Proven success in building and managing client relationships, growing portfolios, and achieving targets.

Excellent communication, organizational, and problem-solving skills.

Entrepreneurial spirit and a passion for delivering meaningful impact.

Bringing an existing book of business is a strong asset.

Why Choose The Talent Care?

Join a future-focused, innovative organization dedicated to employee success and professional development.

Be part of a passionate team that values integrity, excellence, and lasting relationships—with clients and each other.

Enjoy opportunities for learning, growth, and career advancement as you help shape the future of financial services.

Experience a supportive, inclusive, and dynamic work environment where your ideas and contributions are valued.

Ready to advance your career with a company that puts people, purpose, and progress first? Apply today and build your future with The Talent Care!

Requirements

What Makes You a Great Fit Minimum 3 years of experience in financial services, with expertise in investment and life product sales. Post-secondary education in a relevant field. Mutual Funds License (required); Life License (an asset). Proven success in building and managing client relationships, growing portfolios, and achieving targets. Excellent communication, organizational, and problem-solving skills. Entrepreneurial spirit and a passion for delivering meaningful impact. Bringing an existing book of business is a strong asset.

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Financial Service Representative • Burlington, ON, ca