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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
Education
Tools
GreenTech Resources Worldwide Canada | Full time
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
- 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.
- 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
Salary: $29.11 - $45.41 per hour
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.