Senior Financial Services Representative
1 week ago
Are you looking for a challenging role that combines financial expertise with exceptional client service?
In this position, you will build strong relationships with our MD clients by actively listening to their needs and providing tailored solutions. You will promote our products and services, identify new business opportunities, and ensure client satisfaction.
Key Responsibilities:
- Develop and maintain client relationships through regular communication and needs assessments.
- Recommend and promote MD products and services to clients and prospects.
- Identify and pursue new business opportunities to grow our client base.
- Ensure client contact preparation, documentation, and follow-up to maintain high levels of client satisfaction.
- Stay up-to-date with industry developments and regulatory requirements to provide expert advice to clients.
Requirements:
- University degree in business, commerce, or equivalent.
- IIROC licensed as a Registered Representative (IIROC-RR) and completion of the Canadian Securities Course (CSC).
- Life License (LLQP) and willingness to complete other regulatory requirements.
- Demonstrated knowledge of investment products and services.
- Proficiency in Canada's two official languages is an asset.
We're looking for someone who:
- Has a passion for delivering exceptional client service and building strong relationships.
- Is knowledgeable about financial products and services and can communicate complex information effectively.
- Is able to work independently and as part of a team to achieve business objectives.
- Has a high level of comfort with technology and can effectively use CRM software.
- Is confident in their abilities and can effectively communicate with clients and colleagues.
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