Financial Service Representative

Create a vision and objective, leading your team to hit your branch, portfolio goals and capitalize on financial cross-sales and add-on products.

Plan schedules, administer timesheets, manage payroll, and other ad hoc administrative duties.

Build superior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email.

Demonstrate compassion and empathy for our customers by understanding their situation and needs and matching them to a suitable financial product.

Manage the health of your branch’s portfolio by ensuring accounts are in good standing and preventing customers from falling into a state of delinquency.

Secure all required information to fulfill customer applications for products and services with strong attention to detail.

Some experience in a leadership capacity overseeing different functionalities, preferably in a sales environment.

Excellent communicator who is people and results-oriented, looking to drive sales and increase customer satisfaction.

Experience in training and managing a small team.

Must be computer-savvy with the ability to quickly adapt to new software applications.

Able to pass background checks (criminal, employment, and credit).

Must be legally eligible to work in Canada on a full-time basis at the time of application; we are not able to provide sponsorship.

Why work with us ?

Leverage our RRSP match and Employee Share Purchase Plan programs.

Employee discounts on furniture, electronics, and appliances.

Access 24/7 healthcare with Virtual Doctor Appointments.

Personalize your benefits with a customizable package including options for 100% coverage.