Financial Services Representative
2 days 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.
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Financial Service Representative
2 days ago
Toronto, Ontario, Canada OTT Financial Group Full time**Financial Service Representative** A Financial Service Representative will provide exceptional customer service, manage customer interactions, and maintain accurate records in a fast-paced financial services environment. OTT Financial Group is a leading provider of financial services and investment solutions, leveraging cutting-edge fintech innovations...
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Financial Services Representative
3 days ago
Toronto, Ontario, Canada RELAY FINANCIAL TECHNOLOGIES INC Full timeJob Title: Financial Services RepresentativeWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at RELAY FINANCIAL TECHNOLOGIES INC. As a key member of our sales team, you will be responsible for providing exceptional customer service and promoting our financial services to individuals and businesses.Key...
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Financial Services Representative
3 days ago
Toronto, Ontario, Canada RELAY FINANCIAL TECHNOLOGIES INC Full timeJob Title: Financial Services RepresentativeWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at RELAY FINANCIAL TECHNOLOGIES INC. As a key member of our sales team, you will be responsible for providing exceptional customer service and promoting our financial services to individuals and businesses.Key...
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Financial Services Representative
3 hours ago
Toronto, Ontario, Canada RELAY FINANCIAL TECHNOLOGIES INC Full timeJob Title: Financial Services RepresentativeWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at RELAY FINANCIAL TECHNOLOGIES INC. As a key member of our sales team, you will be responsible for providing exceptional customer service and promoting our financial services to individuals and businesses.Key...
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Financial Services Representative
6 days ago
Toronto, Ontario, Canada Hybrid Financial Ltd. Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Hybrid Financial Ltd.Key Responsibilities:Establish and maintain relationships with Investment Professionals across North America on behalf of our clients.Provide exceptional customer service and support to clients in the financial services...
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Financial Services Representative
7 days ago
Toronto, Ontario, Canada Hybrid Financial Ltd. Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Hybrid Financial Ltd.Key Responsibilities:Establish and maintain relationships with Investment Professionals across North America on behalf of our clients.Provide exceptional customer service and support to clients in the financial services...
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Financial Services Representative
2 weeks ago
Toronto, Ontario, Canada Hybrid Financial Ltd. Full timeAbout the Role:Are you passionate about the financial services industry and eager to build relationships with investment professionals? As a Financial Services Representative at Hybrid Financial Ltd., you will play a key role in generating leads and building relationships with investment professionals across North America on behalf of our clients.Key...
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Financial Services Representative
1 week ago
Toronto, Ontario, Canada Hybrid Financial Ltd. Full timeAbout the Role:Are you passionate about the financial services industry and eager to build relationships with investment professionals? As a Financial Services Representative at Hybrid Financial Ltd., you will play a key role in generating leads and building relationships with investment professionals across North America on behalf of our clients.Key...
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Financial Services Representative
1 week ago
Toronto, Ontario, Canada Hybrid Financial Ltd. Full timeJob Summary:We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Hybrid Financial Ltd. As a key member of our sales team, you will be responsible for building relationships with Investment Professionals across North America on behalf of our clients.About the Role:Develop and maintain a deep understanding...
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Financial Services Representative
2 weeks ago
Toronto, Ontario, Canada Hybrid Financial Ltd. Full timeJob Summary:We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Hybrid Financial Ltd. As a key member of our sales team, you will be responsible for building relationships with Investment Professionals across North America on behalf of our clients.About the Role:Develop and maintain a deep understanding...
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Financial Services Representative
2 weeks ago
Toronto, Ontario, Canada Momentum Financial Services Group Full timeKey Responsibilities:Achieve sales targets and drive store profitabilityDeliver exceptional customer service and sales experiencesIdentify customer needs and provide tailored solutionsManage cash transactions accurately and efficientlyCommunicate with customers regarding account balances and payment termsEnsure all paperwork is completed with precision and...
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Financial Service Representative
2 weeks ago
Toronto, Ontario, Canada OTT Financial Group Full timeSalary: OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across...
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Digital Customer Service Representative
5 days ago
Toronto, Ontario, Canada CT Financial Services Full timeAbout CT Financial ServicesCT Financial Services is a leading provider of financial solutions, committed to innovation and customer satisfaction. We are seeking a highly skilled Digital Customer Service Representative to join our team.Job SummaryThe Digital Customer Service Representative will provide exceptional customer support to e-commerce customers,...
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Digital Customer Service Representative
6 days ago
Toronto, Ontario, Canada CT Financial Services Full timeAbout CT Financial ServicesCT Financial Services is a leading provider of financial solutions, committed to innovation and customer satisfaction. We are seeking a highly skilled Digital Customer Service Representative to join our team.Job SummaryThe Digital Customer Service Representative will provide exceptional customer support to e-commerce customers,...
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Financial Services Representative
2 weeks ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeJob SummaryThe Financial Services Officer plays a key role in helping our Members to achieve their financial goals. As a senior member of our small branch advisory teams, you will establish strong relationships with Members, understand their financial situations, and provide them with holistic financial advice on a range of DUCA products and services.Key...
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Digital Customer Service Representative
2 weeks ago
Toronto, Ontario, Canada CT Financial Services Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Digital Customer Service Representative to join our team at CT Financial Services. As a key member of our customer support team, you will be responsible for providing exceptional support to our e-commerce customers through various channels.Key ResponsibilitiesSupport customers with their...
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Digital Customer Service Representative
2 weeks ago
Toronto, Ontario, Canada CT Financial Services Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Digital Customer Service Representative to join our team at CT Financial Services. As a key member of our customer support team, you will be responsible for providing exceptional support to our e-commerce customers through various channels.Key ResponsibilitiesSupport customers with their...
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Digital Customer Service Representative
1 week ago
Toronto, Ontario, Canada CT Financial Services Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Digital Customer Service Representative to join our team at CT Financial Services. As a key member of our customer support team, you will be responsible for providing exceptional support to our e-commerce customers through various channels.Key ResponsibilitiesSupport customers with their...
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Digital Customer Service Representative
1 week ago
Toronto, Ontario, Canada CT Financial Services Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Digital Customer Service Representative to join our team at CT Financial Services. As a key member of our customer support team, you will be responsible for providing exceptional support to our e-commerce customers through various channels.Key ResponsibilitiesSupport customers with their...
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Digital Customer Service Representative
6 days ago
Toronto, Ontario, Canada CT Financial Services Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Digital Customer Service Representative to join our team at CT Financial Services. As a key member of our customer support team, you will be responsible for providing exceptional support to our e-commerce customers through various channels.Key ResponsibilitiesSupport customers with their...