Financial Services Representative

2 months ago

Vancouver, British Columbia, Canada G&F Financial Group Full time

About G&F Financial Group

G&F Financial Group, a leading financial institution, is a dynamic organization that offers a wide range of financial services to its clients. With a strong presence in the market, G&F Financial Group is committed to providing exceptional customer service and building long-term relationships with its clients.

Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will be responsible for providing financial guidance and advice to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities

  • Build and maintain relationships with clients, providing them with personalized financial advice and guidance.
  • Assess clients' financial needs and develop tailored solutions to meet their goals and objectives.
  • Provide education and guidance on financial products and services, helping clients to make informed decisions.
  • Work closely with other departments to ensure seamless delivery of financial services to clients.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the best possible advice and guidance.

Requirements

  • Minimum 2 years' experience in a sales and service-oriented role.
  • Excellent customer service and strong relationship-building abilities.
  • Entrepreneurial and collaborative spirit.
  • Self-initiative in driving career and personal development.
  • Degree or diploma in Business or Finance is preferred; general understanding of retail banking principles is an asset.

What We Offer

  • Competitive base salary, reviewed annually.
  • An incentive bonus plan.
  • Extended health care, dental coverage, and disability coverage.
  • Favorable vacation benefits - paid time off to recharge
  • RRSP with Employer contributions, and the option to contribute yourself.
  • Special banking perks - including mortgage and lending products.

About Our Culture

  • Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
  • Own It: You are ready to take charge, drive change, and deliver outstanding results.
  • Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
  • Driven by Curiosity: You are eager to explore, learn, and shape the future.

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