Financial Service Representative

2 weeks ago

North York, Canada The Co-operators Full time

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

**Number of Positions**: 1

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

**Work Model**:Office-Based

**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.

  • Client Services Representative

    2 weeks ago

    North York, Canada Educators Financial Group Full time

    Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...

  • Financial Services Representative Ii

    1 day ago

    North York, 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...

  • Inside Sales Representative

    3 days ago

    North York, Canada MHB Financial Full time

    **Empowering Canadian Businesses Through Financial Solutions** Join our dynamic, growing team at MHB Financial. We are committed to providing working capital and exceptional customer service to small businesses throughout Canada. We are currently seeking a dynamic and hands-on professional to join our team as a **Subprime Sales and Finance Manager**. The...

  • Cfo (Chief Financial Officer) - Financial

    6 days ago

    North York, Canada Eastway Properties Full time

    Education: - Expérience: **Education**: - Secondary (high) school graduation certificate - or equivalent experience **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for...

  • Chief Financial Officer

    6 days ago

    North York, Canada Almadev Inc. Full time

    Education: Bachelor's degree - Experience: 5 years or more **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Establish objectives for the organization and formulate or approve policies and programs - Represent the organization, or delegate representatives to act on behalf of the organization,...

  • Cfo (Chief Financial Officer) - Financial

    2 days ago

    North York, Canada North Park Nursing Home Limited Full time

    Education: Bachelor's degree - Experience: 5 years or more - or equivalent experience **Work setting**: - Finance - Real estate **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments...

  • Salaried Life Insurance Representative

    1 day ago

    North York, Canada Alliance Financial Group Full time

    REQUIRED CREDENTIALS - Life Licence Qualification Program (LLQP) We’re on a mission to build a relationship-focused team and we’re looking for passionate collaborators, innovators, advisors, and leaders. Our distinct culture is built on a shared commitment to do what’s right for our clients, our people, and our communities, and we strive for...

  • Marketing Vice-president

    3 weeks ago

    North York, Canada Roshen Dental Service Full time

    Education: College/CEGEP - Experience: 2 years to less than 3 years **Work setting**: - Health care institution, facility or clinic **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions -...

  • Service Hub Representative

    1 day ago

    North York, Canada Seneca College of Applied Arts and Technology Full time

    External Posting Date: **April 17, 2023** - External Closing Date: **April 21, 2023** - Pay Range: **Payband G - $30.87 - $35.77 (Start rate: $30.87)** - Hours: **35** - Work Type: **Hybrid** - Type: **Contract** - Shift: **Monday to Friday 11:00AM - 7:00PM** - Ideal Start Date: - End Date: **The Seneca Customer Support department is piloting several new...

  • Customer Service Specialist

    7 days ago

    North York, Canada MHB Financial Full time

    Join our dynamic, growing team at MHB Financial. We are committed to providing working capital and exceptional customer service to small businesses throughout Canada. MHB Financial is seeking a Customer Service Specialist who will play a critical role in ensuring all loan deals are equipped with the necessary documentation for the underwriting department....

  • CEO (chief executive officer) - financial, communications and other business services

    4 weeks ago

    North Vancouver, Canada Valueplus Financial Services Full time

    Education: Bachelor's degreeExperience: 5 years or moreTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish financial and administrative controls; formulate and approve promotional campaigns; and...

  • CEO (chief executive officer) - financial, communications and other business services

    2 weeks ago

    North Vancouver, Canada Valueplus Financial Services Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish financial and administrative controls; formulate and approve promotional campaigns; and approve...

  • Administrative Assistant

    1 day ago

    North York, Canada Raymond James Financial Full time

    **Administrative Assistant** - 2303943 Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

  • Sales Representative

    1 day ago

    North York, Canada Cintas Full time

    **Requisition Number**: 173516 Cintas is seeking a Sales Representative - Facility Services to focus on new business-to-business account development in our Facility Services Division. Responsibilities include prospecting, cold calling, setting appointments with prospects, presenting programs and meeting a sales quota. Sales Representatives will also...

  • Operations Vice-president

    4 weeks ago

    North York, Canada TAYLOR & MERGUI PROFESSIONAL CORPORATION. Full time

    Education: College/CEGEP - Experience: 2 years to less than 3 years **Budgetary responsibility**: - $1,500,001 - $4,000,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish...

  • Marketing Vice-president

    4 weeks ago

    North York, Canada AB Relations Inc. Full time

    Education: College/CEGEP - Experience: 2 years to less than 3 years **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish financial...

  • Operations Vice-president

    4 days ago

    North York, Canada Car Connection Toronto Full time

    Education: College/CEGEP - Experience: 2 years to less than 3 years **Budgetary responsibility**: - $1,500,001 - $4,000,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish...

  • Financial Sales Rep

    7 days ago

    North York, Canada Get Auto Finance Full time

    **Financial Sales Representative** **What you'll do**: **Financial Sales Rep is responsible for Getting & Submitting Credit Applications from qualified leads and our dealer network, structuring financing deals, Landing the customer on a car, Learning about and Optimizing all back end products on loans, optimizing reserves and GP for Get Auto Finance. You...

  • Personal Financial Services Associate

    7 days ago

    North York, Canada Uptown Capital Management Inc. Full time

    Education: College/CEGEP - Experience: 1 year to less than 2 years **Work setting**: - Financial management/services **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Open new personal and non-personal accounts, and provide access to...

  • Service Hub Representative

    5 days ago

    North York, Canada Seneca College of Applied Arts and Technology Full time

    **Join the Renewed Seneca, The Next Seneca.**: Guided by _The Next - A Strategic Plan for Seneca Polytechnic_, we offer a working environment that is innovative, flexible and encourages risk-taking. Joining Seneca Polytechnic brings opportunities for professional development and career growth. We focus on health and wellbeing in all its forms to provide a...