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Member Service Representative
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Financial Services Manager
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Old Toronto, Ontario, Canada Momentum Financial Services Group Full timeJoin Momentum Financial Services Group as a key player in driving store profitability. As a Branch Manager, you will lead and develop a team of Financial Service Representatives to promote our financial products and services to meet our customers' financial goals. Your passion for sales and leadership skills will be essential in achieving this goal. Key...
Financial Services Representative
2 months ago
Are you passionate about the financial services industry and eager to build relationships with investment professionals? We're seeking a highly motivated and organized individual to join our team as an Account Specialist.
Key Responsibilities:- Make daily outbound calls to generate leads and build relationships with investment professionals, targeting a defined segment of approximately 100 individuals per day.
- Update daily call activities and maintain accurate records in our proprietary database.
- Develop and maintain a deep understanding of various industries and financial products, including equities, mutual funds, ETFs, IPOs, and structured products.
- Collaborate with your team to develop innovative outreach strategies for our clients.
- Assist with administrative tasks and special projects as needed by senior team members.
- A university degree or college diploma in a relevant field, such as commerce, finance, or business administration, is required.
- Completion of the Canadian Securities Course (CSC) is an asset.
- Previous business development or sales experience is an asset.
- Proficiency with Microsoft Office suite of products is essential.
- A competitive salary, with the potential to earn up to $60,000 including bonuses.
- A vibrant office atmosphere, complete with regular outings and events.
- A comprehensive benefits package through Canada Life, including health, dental, vision, life, AD&D, and an EAP+.
- Remote Fridays and a conveniently located office at Bay & Wellington.
- Opportunities for growth and development, including completion of the CSC within 6 months, expensed by Hybrid.
