Investment Agent
3 weeks ago
**Investment Agent**
Scrivens Financial Services has been a family-operated business for over 90 years. We are currently seeking an individual for an Investment Agent position. Responsibilities include direct client services and sales in our GIC, RSP/RIF division. This will include analysis, recommendations, implementation, and estate services.
**The principal responsibilities and duties of this position**;
**Sales/Service**
- Provide excellent service to our financial service clients
- Maintain compliance standards of governing bodies
- Respond to client and trust companies’ inquiries; follow up on GIC and RSP/RIF issues, sustain a good relationship with clients and maintain the company image through effective communication
- Follow up on any outstanding GIC or RSP/RIF certificates
- Contact clients to advise of upcoming investments
- Process policy change requests
- Pursue new GIC/RSP rates/updates options.
- Daily office procedure and duties regarding GICs and RSP/RIFs
- Prepare daily deposits for the GIC and RSP/RIF deposits
- Respect and maintain the confidentiality of client information.
**Job Requirements**
- Post-secondary education in Business or a related field
- Knowledge of investment solutions and processes to advise customers
- Maintain a high degree of accuracy and attention to detail.
- Demonstrated proficiency in all aspects of Microsoft Office products.
- Strong interpersonal skills and client service experience.
- Strong organizational skills
- Excellent written and verbal communication skills
- Ability to take initiative and work independently
- Ability to meet deadlines
- Being bilingual is an asset.
**Job Types**: Full-time, Permanent
**Salary**: $45,000.00-$60,000.00 per year
**Benefits**:
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
Schedule:
- Day shift
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Ottawa, ON K2P 0M3: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Banking or Investment: 1 year (preferred)
Work Location: One location
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