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Financial Services Specialist
2 months ago
As a Financial Services Specialist, you will be responsible for developing and maintaining lasting business relationships with members and clients. Your role will involve listening to their needs, offering advice that fits their financial situation, and helping them choose appropriate solutions to meet their financial goals.
Key Skills- Strong interpersonal skills to build trust with clients
- Ability to analyze financial situations and provide tailored advice
- Knowledge of financial services industry trends and best practices
- Excellent communication and presentation skills
- Competitive salary and annual bonus
- Flexible vacation time
- Defined benefit pension plan
- Group insurance
- Reimbursement of health and wellness expenses
- College diploma in a related field
- Minimum of two years of relevant experience
- Mutual fund representative certificate
- Knowledge of French