financial services representative

Akal Insurance; Mississauga; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial services company in Mississauga seeks a Financial Services Representative to assist clients with financial solutions, including business expansion and debt management. The candidate should have a bachelor’s degree or equivalent experience and at least one year of relevant experience. Strong skills in MS Office and client communication are essential. This is a full-time, permanent position offering $40.00 per hour with benefits including bonuses and free parking.

Benefits

Free parking available

Bonus

Qualifications

• 1 year to less than 2 years of experience in a related field.
• Proven ability to propose financial solutions to clients.
• Experience in wealth management is an asset.

Responsibilities

• Assist clients by proposing solutions to address financial objectives.
• Review and evaluate administrative procedures.
• Monitor insurance claims and respond to client inquiries.

Skills

Attention to detail

Client focus

Excellent oral communication

Excellent written communication

Team player

Education

Bachelor's degree or equivalent experience

Tools

MS Excel

MS Office

Job description

Job Title

Financial Services Representative

Overview

Assist clients by proposing financial solutions to support business expansion, debt management, investment, and other financial goals.

Responsibilities

• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals.
• Review and evaluate new administrative procedures.
• Use MS Office.
• Establish work priorities and ensure procedures are followed and deadlines are met.
• Assist in the preparation of operating budgets and maintain inventory and budgetary controls.
• Assemble data and prepare periodic and special reports, manuals and correspondence.
• Ensure appropriate forms, medical examinations and other policy requirements are completed.
• Monitor insurance claims and respond to clients’ enquiries.
• Investigate complaints.

Education

Bachelor's degree or equivalent experience.

Experience

1 year to less than 2 years.

Computer and Technology Knowledge

• MS Excel
• MS Office

Area of Specialization

• Wealth management
• Reports

Work Conditions and Physical Capabilities

• Attention to detail
• Fast‑paced environment
• Large caseload
• Tight deadlines
• Work under pressure

Personal Suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player
• Integrity
• Quick learner

Work Details

• Location: Mississauga, ON L5T 0B3 (On site)
• Salary: $40.00 per hour, 35 hours per week
• Terms of employment: Permanent, Full time
• Start date: As soon as possible
• Benefits: Financial benefits (Bonus), Other benefits (Free parking available)

Who can apply for this job?

• Canadian citizens and permanent or temporary residents of Canada
• Other candidates, with or without a valid Canadian work permit

Advertised until

2025-12-25

Important Notice

This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.

Report a problem with this job posting: Any fields marked with an asterisk ( * ) are required. What’s wrong? This job posting contains incorrect information: Inaccurate salary, Inaccurate job title, Link to full job posting / Expired or closed job posting, Email, Provide more details. Report potential misuse of Job Bank.