Financial Services Representative

1 day ago


Saskatoon, Saskatchewan, Canada Affinity Credit Union Full time

About the Role:

We are seeking a highly skilled and customer-focused individual to join our team as a Financial Services Representative. In this role, you will provide exceptional support to our members through various digital channels, including phone, web chat, and live video.

Key Responsibilities:

  • Provide financial advice and guidance to members, ensuring their best interests are represented.
  • Complete transactions and resolve member issues in a timely and professional manner.
  • Stay up-to-date on our products and services, and provide recommendations to members as needed.
  • Collaborate with internal teams to resolve complex member issues.
  • Participate in ongoing training and development to enhance your skills and knowledge.

What We Offer:

  • A comprehensive total rewards package, including health and dental benefits, a pension plan, and health spending account.
  • Opportunities for career advancement and professional growth within the credit union.
  • A dynamic and supportive work environment.

Requirements:

  • Post-secondary diploma or degree in a related field, or an equivalent combination of education and experience.
  • Intermediate knowledge of Affinity Credit Union's products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.


  • Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full time

    Job Title: AVI RepresentativeAviso Wealth Inc. is seeking a highly skilled and motivated AVI Representative to join our team.Job Summary:The successful candidate will be responsible for working with credit union members to create personalized financial plans, providing retirement planning, investment counseling, estate planning, and disability insurance...


  • Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full time

    Job Title: AVI RepresentativeAviso Wealth Inc. is seeking a highly skilled and motivated AVI Representative to join our team.Job Summary:The successful candidate will be responsible for working with credit union members to create personalized financial plans, providing retirement planning, investment counseling, estate planning, and disability insurance...


  • Saskatoon, Saskatchewan, Canada CIBC Full time

    About CIBC:CIBC is a leading financial institution that provides a wide range of financial services to individuals, businesses, and governments. We are committed to helping our clients achieve their financial goals and build a better future.Job Summary:We are seeking a highly motivated and experienced Financial Service Representative II to join our team. As...


  • Saskatoon, Saskatchewan, Canada CIBC Full time

    About the RoleWe are seeking a talented and passionate professional to join our Personal and Small Business Banking team as a Financial Services Representative III. As a key member of our team, you will play a significant role in serving our clients and contributing to the success of our company.Key ResponsibilitiesCultivate key client relationships and...


  • Saskatoon, Saskatchewan, Canada CIBC Full time

    About the RoleWe are seeking a talented and passionate professional to join our Personal and Small Business Banking team at CIBC. As a Financial Services Representative III, you will play a key role in cultivating key client relationships and providing informed and personalized service to our clients.Key ResponsibilitiesCultivate and maintain strong...


  • Saskatoon, Saskatchewan, Canada CIBC Full time

    About the RoleWe are seeking a talented and passionate professional to join our Personal and Small Business Banking team at CIBC. As a Financial Services Representative III, you will play a key role in cultivating key client relationships and providing informed and personalized service to our clients.Key ResponsibilitiesCultivate and maintain strong...


  • Saskatoon, Saskatchewan, Canada CIBC Full time

    About the RoleWe are seeking a talented and passionate professional to join our Personal and Small Business Banking team at CIBC. As a Financial Services Representative III, you will play a key role in cultivating key client relationships and providing informed and personalized service to our clients.Key ResponsibilitiesCultivate and maintain strong...


  • Saskatoon, Saskatchewan, Canada CIBC Full time

    About the RoleWe are seeking a talented and passionate professional to join our Personal and Small Business Banking team at CIBC. As a Financial Services Representative III, you will play a key role in cultivating key client relationships and providing informed and personalized service to our clients.Key ResponsibilitiesCultivate and maintain strong...


  • Saskatoon, Saskatchewan, Canada MD Financial Management Full time

    Is this position the right fit for you? In this role, you will: Handle documentation requests and input transaction requests as directed by Financial Consultants. Collaborate with Financial Consultants and Portfolio Managers to schedule client meetings. Address inquiries from current and prospective clients regarding MD products and services efficiently....


  • Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full time

    Job OverviewThis position is responsible for working with credit union members to create comprehensive financial plans based on individual financial needs and goals. The successful candidate will provide retirement planning, investment counseling, estate planning, and disability insurance services.Duties and ResponsibilitiesConducts personal interviews with...


  • Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full time

    Job OverviewThis position is responsible for working with credit union members to create comprehensive financial plans based on individual financial needs and goals. The successful candidate will provide retirement planning, investment counseling, estate planning, and disability insurance services.Duties and ResponsibilitiesConducts personal interviews with...


  • Saskatoon, Saskatchewan, Canada Sun Life Financial Full time

    About the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build and grow your own business, working with clients to provide personalized financial solutions and help them achieve their long-term goals.Key...


  • Saskatoon, Saskatchewan, Canada Canadian Imperial Bank of Commerce Full time

    Position: Financial Services AssociateLocation: Saskatoon, SKEmployment Type: Full-timeAbout Us:At Canadian Imperial Bank of Commerce, we are committed to fostering a relationship-driven banking experience for our clients. We seek dedicated and passionate professionals who prioritize the needs of our clients.Your Role:As a key member of the Personal and...


  • Saskatoon, Saskatchewan, Canada Sun Life Financial Full time

    About the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build and grow your own business, working with clients to provide personalized financial solutions and help them achieve their long-term goals.Key...


  • Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Banking Professional to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their financial needs and provide personalized...


  • Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Banking Professional to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their financial needs and provide personalized...


  • Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Banking Professional to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their financial needs and provide personalized...


  • Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Financial Advisor Intern to join our team. As a Financial Advisor Intern, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...


  • Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Financial Advisor Intern to join our team. As a Financial Advisor Intern, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...


  • Saskatoon, Saskatchewan, Canada First Nations Bank of Canada Full time

    About UsFirst Nations Bank of Canada is a federally chartered bank dedicated to serving the Indigenous marketplace in Canada. With over 87% Indigenous ownership and control, we are a leader in promoting the growth of the Indigenous economy and the economic well-being of Indigenous people.About The RoleAs a Customer Service Representative, you will work in...