Financial Services Representative

1 month ago

Toronto, Ontario, Canada Brightview Wealth Management Full time
About Brightview Wealth Management

Brightview Wealth Management is a boutique wealth management firm dedicated to helping clients achieve financial success through expert advice and top-tier financial products. Our vision is to provide personalized service and tailored solutions to meet the unique needs of each client.

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team in Toronto. As a key member of our team, you will be responsible for generating leads, building relationships, and delivering exceptional customer service to our clients.

Key Responsibilities
  • Proactively engage with clients to understand their financial needs and provide tailored solutions
  • Develop and maintain relationships with clients to drive business growth and retention
  • Collaborate with the sales team to identify new business opportunities and develop targeted sales strategies
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices
Requirements
  • Excellent communication and interpersonal skills
  • Ability to analyze data and provide actionable insights
  • Strong computer skills and proficiency in database systems
  • Attention to detail and ability to work in a fast-paced environment
  • Demonstrated passion for delivering exceptional customer service and driving business growth
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A comprehensive training program to ensure success in the role
  • A competitive compensation package and benefits
  • The chance to work with a leading wealth management firm and make a meaningful impact on clients' lives

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