Licensed Financial Services Representative

Charles Schwab Corporation; Saskatchewan; On-site; CAD 61,000 - 70,000; Full time

Job summary

Join a leading financial services firm where you can make an impact on clients' financial futures. In this role, you will provide guidance and support to clients, leveraging your expertise and licenses. You will thrive in a collaborative environment that values innovative solutions and world-class service. If you have a passion for serving clients and possess the necessary qualifications, this opportunity is for you.

Benefits

Competitive pay and bonus package

Annual bonus opportunity of 10% of base pay

Qualifications

• Active FINRA Series 7 & 63 Licenses required.
• 1+ years of customer service and client relationship experience preferred.

Responsibilities

• Provide financial guidance and build lasting client relationships.
• Advocate for clients and resolve complex issues.

Skills

Communication

Client Engagement

Flexibility

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Tools

Client Relationship Management (CRM)

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 exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. 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 have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, 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 ranges from $61,300 - $69,800 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.

What you have

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

• Active FINRA Series 7 & 63 Licenses
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

Preferred Qualifications

• 1+ years of customer service experience
• 1+ years of client relationship experience
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
• Ability to adapt to changes in the market and business
• Robust communication, influencing and client engagement skills
• Desire to be part of a supportive and collaborative team
• Proficient in Client Relationship Management (CRM) platforms
• Strong candidates will also have previous experience in Financial Representative role