Financial Services Representative

Job Summary We are a rapidly growing financial brokerage expanding in Winnipeg, and now expanding in Winnipeg Manitoba and Montreal. We are currently looking to bring on-board Financial Service Representative and Financial Planners to our positive and upbeat work environment. Financial Service Representatives provide clients with advice on financial...

We are seeking a highly skilled Financial Services Representative to join our team at BMO Financial Group.This is an exciting opportunity for a motivated individual to grow their career in the financial services industry.About the RoleAs a Financial Services Representative, you will be responsible for providing exceptional customer service and sales support...

**Financial Representative**: **Position Overview**: FaithLife Financial is seeking a qualified professional to join a winning team for the role of Financial Representative. Ideally, you are an energetic professional, interested in growing a business through value-based conversations and have remarkable customer skills. If you are a motivated self-starter...

AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in-house training for all positions as well as incentive/benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...

We are looking to hire an experienced and detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...

Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...

AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in house training for all positions as well as incentive / benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...

AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in house training for all positions as well as incentive / benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...

**WE’RE HIRING!** **Financial Services Representative, Winnipeg Branch** **Full‐Time Permanent** **About Us** First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of...

**Description: - Permanent Full Time- The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and mental well-being of Canadians. They support special client-facing initiatives and are responsible to develop new clients and preserve...

**Job Summary** **Duties**: - Conduct thorough research to locate individuals using various databases and online resources. - Perform data entry and maintain accurate records of all findings and communications. - Analyze account information to determine the best approach for contact and negotiation. - Utilize phone etiquette to engage with individuals in a...

We are seeking a motivated and enthusiastic Telemarketer to join our Wealth Management team. As a Financial Services Representative, you will play a crucial part in reaching out to potential clients, promoting our financial services, and scheduling consultations for our advisors.Key Responsibilities:

1565 Regent Ave, Unit 12 Winnipeg Manitoba,R2C 3B3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

30 Lakewood Boulevard Winnipeg Manitoba,R2J 2M8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

2785 Pembina Highway Winnipeg Manitoba,R3T 2H5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

110-400 North Town Rd Winnipeg Manitoba,R3Y 0Y3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

1510 St Mary's Rd, Unit A Winnipeg Manitoba,R2M 3V7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

2785 Pembina Highway Winnipeg Manitoba,R3T 2H5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

1468 Main Street Winnipeg Manitoba,R2W 3W1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...