Financial Service Representative

3 weeks ago

St Albert, Canada The Co-operators Full time

**Position Overview**:
**Company**:CGIC

**Number of Positions**: 1

**Language**: This role operates in English.

**Work Model**:Hybrid

**Alternate Title**: n/a

**Additional Information**:
**The Opportunity**:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

As the Financial Services Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.

**How you will create impact**:

- Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
- Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
- Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
- Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
- Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

**How you will succeed**:

- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

**To join our team**:

- You have three years of experience in the financial services industry, including experience in investment and life product sales.
- You have a post-secondary education in a related discipline.
- You hold a Life License and Mutual Funds License.
- You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).

**What you need to know**:

- You are required to have your own vehicle, valid driver’s license, and insurance.
- You will travel regularly.
- Extended work hours, including evenings and weekends will be required.
- Strict confidentiality with respect to client’s medical history, financial status and other personal information.

**Interested in applying?**:
Co-operators is focused on fostering an inclusive, equitable and accessible work environment and we encourage individuals from all identity groups to apply. If you require an accommodation during the recruitment process, please contact the hiring manager.

  • Sales Representative

    4 days ago

    St. Albert, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 101 St Albert Trail, St Albert, Alberta, T8N 6L5 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type of...

  • Financial Services Representative

    6 days ago

    Prince Albert, Canada Conexus Credit Union Full time

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...

  • Financial Services Representative

    2 days ago

    Prince Albert, Canada Conexus Credit Union Full time

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...

  • Member Service Representative

    7 days ago

    St. Pierre Jolys, Canada Caisse Financial Group Full time

    Your next jobyour new joie de vivre Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position in Ste. Agathe and St. Pierre Jolys. **MEMBER SERVICE REPRESENTATIVE (Permanent, Full-time)** **More about the position**: You will be one of our ambassadors of...

  • Member Service Representative

    5 days ago

    St. Malo, Canada Caisse Financial Group Full time

    **Your next jobyour new joie de vivre** Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking to fill the following position in St. Malo/St. Jean Baptiste). **MEMBER SERVICE REPRESENTATIVE** **Summer Employment** **(Full time during the summer season)** **More about the position**: You will be...

  • Member Service Representative

    4 weeks ago

    St. Claude, Canada Caisse Financial Group Full time

    Your next jobyour new joie de vivre Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position at our St. Claude branch. **MEMBER SERVICE REPRESENTATIVE (Permanent, Part-time)** **More about the position**: You will be one of our ambassadors of good cheer as...

  • Member Service Representative

    5 days ago

    St. Pierre Jolys, Canada Caisse Financial Group Full time

    **Your next jobyour new joie de vivre** Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking to fill the following position in St. Pierre-Jolys/Ste. Agathe. **MEMBER SERVICE REPRESENTATIVE** **Summer Employment** **(Full time during the summer season)** **More about the position**: You will be...

  • Financial Services Representative

    4 weeks ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Our Retail Banking Practice**: At Meridian, our vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven value proposition to our Members. We have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member...

  • Client Service Representative

    2 weeks ago

    St. Albert, Alberta, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Financial Services Representative II

    2 weeks ago

    St Catharines, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations St. Catharines, ON time type Full time posted on Posted 6 Days Ago job requisition id 2409882 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for...

  • Financial Services Advisor

    4 weeks ago

    St. Malo, Canada Caisse Financial Group Full time

    **Your next jobyour new joie de vivre** Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position in St. Malo. **FINANCIAL SERVICES ADVISOR** (Full-time, permanent) **More about the position** As a Financial Services Advisor, you forge and maintain lasting...

  • Member Service Representative

    4 weeks ago

    St-Pierre-Jolys, Canada Caisse Financial Group Full time

    Your next jobyour new joie de vivre Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position in Ste. Agathe/St. Pierre Jolys. **MEMBER SERVICE REPRESENTATIVE (Permanent, Full-time)** **More about the position**: You will be one of our ambassadors of good...

  • Financial Service Associate

    7 days ago

    St. Albert, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Field Sales Representative-

    3 weeks ago

    St. Albert, Alberta, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Financial Sales Representative, you will be educating and offering Financial Products on behalf of one of the iconic Canadian brands. Here at Kognitive Sales Solutions, you have the ability to write your own...

  • Field Marketing Representative

    14 hours ago

    St. Albert, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions, is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Field Marketing Representative, you will be educating clients and offering President’s Choice Financial Products on behalf of one of the most trusted and iconic Canadian brands.*Responsibilities:**...

  • Bilingual Financial Services Advisor

    6 days ago

    St. Pierre Jolys, Canada Caisse Financial Group Full time

    **Your next jobyour new joie de vivre** Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position in St. Pierre Jolys. **FINANCIAL SERVICES ADVISOR** (Full-time, permanent) **More about the position** As a Financial Services Advisor, you forge and maintain...

  • Financial Services Representative

    1 week ago

    St. John's, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Sales and Service Representative

    6 days ago

    Port Albert, Canada Sylvite Full time

    Date Posted: - **August 4, 2023** Sylvite is an exciting place to develop lasting relations with our clients, exceeding their expectations in our support we provide them in the agriculture industry. If you are passionate about sales and service then look no further. Sylvite is a multinational, privately owned, business headquartered in Burlington Ontario...

  • Financial Services Representative II

    1 week ago

    Prince Albert, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Payments & Rewards Representative

    6 days ago

    St. Catharines, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 411 Louth St, St Catharines, Ontario, L2S 4A2 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of team—we’re...