Register
Recruit Create CV

Financial Representative Jobs

Financial Service Representative - Branch 1567
By Heights Finance Corporation At Ottawa, Ontario, Canada
You should have a high school diploma, GED, or equivalent work experience
6 months of customer service experience will be an asset
6 months of cash handling experience will be an asset
Full benefits eligibility at DAY 1, no waiting period! Including employer paid health and dental coverage
Be a proud brand ambassador
Work with customers to find the best financial solutions to fit their needs
Financial Service Representative - Branch 1590
By Heights Finance Corporation At Surrey, British Columbia, Canada
You should have a high school diploma, GED, or equivalent work experience
6 months of customer service experience will be an asset
6 months of cash handling experience will be an asset
Full benefits eligibility at DAY 1, no waiting period! Including employer paid health and dental coverage
Be a proud brand ambassador
Work with customers to find the best financial solutions to fit their needs
Financial Service Representative - Branch 1501
By Heights Finance Corporation At Toronto, Ontario, Canada
You should have a high school diploma, GED, or equivalent work experience
6 months of customer service experience will be an asset
6 months of cash handling experience will be an asset
Full benefits eligibility at DAY 1, no waiting period! Including employer paid health and dental coverage
Be a proud brand ambassador
Work with customers to find the best financial solutions to fit their needs
Financial Service Representative - Branch 1512
By Heights Finance Corporation At Mississauga, Ontario, Canada
You should have a high school diploma, GED, or equivalent work experience
6 months of customer service experience will be an asset
6 months of cash handling experience will be an asset
Full benefits eligibility at DAY 1, no waiting period! Including employer paid health and dental coverage
Be a proud brand ambassador
Work with customers to find the best financial solutions to fit their needs
Financial Service Representative - Branch 1692
By Heights Finance Corporation At Duncan, British Columbia, Canada
You should have a high school diploma, GED, or equivalent work experience
6 months of customer service experience will be an asset
6 months of cash handling experience will be an asset
Full benefits eligibility at DAY 1, no waiting period! Including employer paid health and dental coverage
Be a proud brand ambassador
Work with customers to find the best financial solutions to fit their needs
Financial Service Representative - Branch 1711
By Heights Finance Corporation At St John’s, Newfoundland and Labrador, Canada
You should have a high school diploma, GED, or equivalent work experience
6 months of customer service experience will be an asset
6 months of cash handling experience will be an asset
Full benefits eligibility at DAY 1, no waiting period! Including employer paid health and dental coverage
Be a proud brand ambassador
Work with customers to find the best financial solutions to fit their needs
Financial Service Representative - Branch 1539
By Heights Finance Corporation At Sudbury, Ontario, Canada
You should have a high school diploma, GED, or equivalent work experience
6 months of customer service experience will be an asset
6 months of cash handling experience will be an asset
Full benefits eligibility at DAY 1, no waiting period! Including employer paid health and dental coverage
Be a proud brand ambassador
Work with customers to find the best financial solutions to fit their needs
Financial Services Representative Ii
By CIBC At Oshawa, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Sales Representative Jobs
By Money Mart Financial Services At Fort McMurray, Alberta, Canada

Job Description During a typical day, you will: Deliver results on store profitability goalsProvide a quality customer sales experience through efficient execution of all customer transactionsDetermin ...

Financial Sales Representative Jobs
By The Job Network At Cranbrook, British Columbia, Canada

Job Description During a typical day, you will: Deliver results on store profitability goalsProvide a quality customer sales experience through efficient execution of all customer transactionsDetermin ...

Financial Sales Representative Jobs
By The Job Network At Salmon Arm, British Columbia, Canada

Job Description During a typical day, you will: Deliver results on store profitability goalsProvide a quality customer sales experience through efficient execution of all customer transactionsDetermin ...

Financial Representative Jobs
By Serenia Life Financial At Spruce Grove, Alberta, Canada
Digital Wealth Management (Insurance, Investments and Mortgages)
Ongoing Training that is focused on improving the skill set and technical knowledge of our team
A remote work from home opportunity, to create your optimal work/life balance
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Excellent communication skills - written, verbal and listening
Work in SALES in an uncapped earning environment with unlimited growth potential
Financial Services Representative Ii
By CIBC At Victoria, British Columbia, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Service Representative ( Ft + Monthly Incentives)
By goeasy Ltd. At Calgary, Alberta, Canada
Buildsuperior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email
Managecollections activities for all past due financial accounts
You bring some experience in a customer-facing environment
No experience, but looking for a career opportunity?
Monthly, quarterly, and semi-annual incentive plans
RRSP and Employee Share Purchase Plan matching
Financial Sales Representative (Ft + Monthly Incentives)
By goeasy Ltd. At Kelowna, British Columbia, Canada
Buildsuperior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email
Managecollections activities for all past due financial accounts
You bring some experience in a customer-facing environment
No experience, but looking for a career opportunity?
Monthly, quarterly, and semi-annual incentive plans
RRSP and Employee Share Purchase Plan matching
Financial Services Representative I, Ii, Senior
By Global Credit Union At Northgate, Saskatchewan, Canada
Creditable Experience in Lieu of Education:
Voluntary cash benefits for accident, hospitalization and critical illness
Click here to view Global’s comprehensive Benefits Programs .
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Financial Service Representative Jobs
By goeasy Ltd. At Thunder Bay, Ontario, Canada
Buildsuperior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email
Managecollections activities for all past due financial accounts
You bring some experience in a customer-facing environment
No experience, but looking for a career opportunity?
Monthly, quarterly, and semi-annual incentive plans
RRSP and Employee Share Purchase Plan matching
Financial Representative (Part-Time) Jobs
By SEDT - Financial Education and Services At Ontario, Canada
No experience necessary! We welcome all walks of life - and offering training to help you launch your career.
Flexibility of time and earning potentials
Unique compensation model like no other in the industry
Extensive mentorship from top industry leaders
Supportive team culture, environment and networking opportunities
Ongoing recognition for your achievements
Financial Services Representative Ii
By CIBC At Scarborough, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Service Representative - Branch 1584
By Heights Finance Corporation At Greater Toronto Area, Canada
You should have a high school diploma, GED, or equivalent work experience
6 months of customer service experience will be an asset
6 months of cash handling experience will be an asset
Full benefits eligibility at DAY 1, no waiting period! Including employer paid health and dental coverage
Be a proud brand ambassador
Work with customers to find the best financial solutions to fit their needs

Are you looking for a rewarding career that offers a competitive salary and benefits? Become a Financial Representative and help people achieve their financial goals! With our comprehensive training program and support, you'll have the opportunity to make a real difference in people's lives.

Overview Financial Representatives are responsible for providing financial advice and services to clients. They work with individuals, businesses, and organizations to help them manage their finances and investments. Financial Representatives must be knowledgeable about a variety of financial products and services, and be able to explain them to clients in a way that is easy to understand. Detailed Job Description Financial Representatives are responsible for providing financial advice and services to clients. They work with individuals, businesses, and organizations to help them manage their finances and investments. Financial Representatives must be knowledgeable about a variety of financial products and services, and be able to explain them to clients in a way that is easy to understand. They must be able to analyze financial data and make recommendations based on their findings. Financial Representatives must also be able to develop and maintain relationships with clients, as well as build trust and credibility. Job Skills Required
• Knowledge of financial products and services
• Ability to analyze financial data
• Ability to explain financial concepts in a way that is easy to understand
• Excellent communication and interpersonal skills
• Ability to build relationships and trust with clients
• Ability to work independently and as part of a team
• Ability to work under pressure and meet deadlines
• Knowledge of relevant regulations and laws
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant certifications or licenses
• Previous experience in a financial role
Job Knowledge
• Knowledge of financial products and services
• Knowledge of financial markets and investments
• Knowledge of relevant regulations and laws
• Knowledge of financial analysis and reporting
Job Experience
• Previous experience in a financial role
• Previous experience in customer service
Job Responsibilities
• Provide financial advice and services to clients
• Analyze financial data and make recommendations
• Develop and maintain relationships with clients
• Prepare financial reports and documents
• Monitor financial markets and investments
• Ensure compliance with relevant regulations and laws
• Provide customer service and support