Financial Services Representative

4 weeks ago

Mississauga, Ontario, Canada Alterna Savings Full time

Job Summary

The Financial Services Representative is a key role at Alterna Savings, responsible for providing exceptional member service and sales support. This position involves proactively contacting members to understand their financial needs and provide tailored solutions.

Main Responsibilities

  • Contribute to the growth and maintenance of the business and community portfolio
  • Source and analyze requests for products from various sources, including individual accounts and commercial accounts
  • Manage Alterna's business relationships, including commercial accounts and Not-for-Profit organizations
  • Meet sales targets by delivering products and services that meet member needs
  • Proactively promote and deliver a full range of banking products and services to meet member needs
  • Follow the sales and service model by attending and participating in branch meetings and initiatives
  • Maximize sales opportunities by using effective sales interviewing skills
  • Provide financial advice to members with investment and credit needs
  • Acquire and refer potential high-value member relationships to internal and external partners
  • Maintain a working knowledge of all products and services offered and stay up-to-date with procedural changes
  • Understand and apply risk-based pricing models
  • Use sales and service tools to support member interactions
  • Develop and implement a proactive member call plan
  • Follow through on self-generated sales and retention leads
  • Follow through on referrals from other internal staff
  • Identify and set personal development plans and complete activities set in the plan
  • Actively participate in regular coaching sessions
  • Comply with anti-money laundering guidelines

Expectations / Outcomes

  • Meet contact commitments as defined by the sales plan
  • Meet sales objectives as defined by the sales plan
  • Satisfy members' short- and long-term financial needs
  • Identify and note any exceptions to policy and procedures when recommending approval for credit

Qualifications

Education / Certification / Experience

  • Post-secondary education combined with 3 years of related experience in a financial institution or an equivalent combination of education and experience
  • Proven track record in sales
  • CSC or IFIC course completed or obtained within 12 months
  • Enrolled in Financial Planning or other similar programs
  • Experience in providing credit solutions

Knowledge / Skills

  • Above-average knowledge and skills in analytical and inter-personal skills, general business knowledge, and mathematical aptitude
  • Detailed working knowledge of investment and good knowledge of lending and mortgages
  • Sound knowledge of various computer applications
  • Good knowledge of the sales process and strong communication skills
  • Good problem-solving skills to identify, analyze, and resolve complex member issues
  • Solid negotiation skills to deal with member solutions and sales

  • Financial Services Expert

    1 week ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    About ADI & ADI Financial Inc.At ADI & ADI Financial Inc., we are dedicated to providing exceptional financial services to our clients. As a Financial Services Representative, you will play a key role in helping us achieve this goal.

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Ontario Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Services Representative to join our team at Ontario Inc. As a Financial Services Representative, you will be responsible for assisting clients with their financial objectives, including business expansion, debt management, and investment.Key Responsibilities:Assist clients in achieving their financial...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Ontario Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Services Representative to join our team at Ontario Inc. As a Financial Services Representative, you will be responsible for assisting clients with their financial objectives, such as business expansion, debt management, and investment. You will also be responsible for completing credit and loan...

  • Financial Services Representative

    7 days ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    We are seeking a highly skilled Financial Services Representative to join our team at ADI & ADI FINANCIAL INC. This role involves providing excellent customer service and promoting the sale of credit and loan services.About the JobThis is a permanent position with a 30-hour workweek, offering a competitive estimated salary of $**45,000 - $60,000 per year**,...

  • Financial Services Consultant

    2 weeks ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    At ADI & ADI FINANCIAL INC., we are seeking a talented Financial Services Representative to join our team. As a key member of our financial services team, you will be responsible for assisting clients with their financial needs, providing exceptional customer service, and promoting the sale of credit and loan services.Key Responsibilities:Approve or reject...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Ontario Inc. Full time

    An exciting role has become available at Ontario Inc. for a skilled Financial Services Representative. As part of our team, you will be responsible for assisting clients in achieving their financial objectives through the provision of customized financial solutions.Key ResponsibilitiesAssist clients in proposing solutions to address their financial...

  • Senior Member Service Representative

    7 days ago

    Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    Transformative Customer Service OpportunityWe're seeking a highly skilled Senior Member Service Representative to join our esteemed team at the Gateway Branch of DUCA Financial Services Credit Union Ltd. in Mississauga, ON.This is an exceptional opportunity for a results-driven professional to leverage their expertise in delivering top-notch customer service...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Ontario Inc. Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at Ontario Inc. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work in a fast-paced environment.Key ResponsibilitiesAssist clients in achieving their financial objectives by proposing...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Ontario Inc. Full time

    At Ontario Inc., we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our financial services team, you will be responsible for assisting clients in achieving their financial objectives by providing expert advice and guidance on financial solutions such as business expansion, debt management, and...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Mercedes-Benz Full time

    Job Summary:We are seeking a highly skilled Financial Services Representative to join our team at Mercedes-Benz Financial Services Canada Corporation. As a Collections Specialist, you will be responsible for the collection of past due accounts in a professional and courteous manner.Key Responsibilities:Manage an assigned list of past due accounts and work to...

  • Life Insurance Sales Representative

    4 weeks ago

    Mississauga, Ontario, Canada Marinkovski Insurance and Financial Services Inc. Full time

    Life Insurance Sales Representative Job DescriptionWe are seeking a motivated and customer-focused individual to join our team as a Life Insurance Sales Representative. As a representative, you will be responsible for establishing personalized telephone contact with clients, creating a climate of trust conducive to the sale of life insurance and living...

  • Financial Services Representative

    2 weeks ago

    Mississauga, Ontario, Canada TEKsystems Full time

    About the RoleWe are seeking a highly skilled Financial Services Representative to join our team in Mississauga, ON. As an Everyday Banking Advisor, you will be responsible for providing exceptional customer service to clients, answering their everyday banking questions, and resolving their concerns.Key ResponsibilitiesReceive and respond to 40-60 inbound...

  • Senior Financial Services Professional

    2 weeks ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Services Representative to join our team at ADI & ADI FINANCIAL INC. The ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and possess strong analytical skills.Key Responsibilities:Approve or reject loan applications, or recommend them for...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Loblaw Companies Limited Full time

    Job Summary:We are seeking a highly skilled Financial Services Representative to join our team at Loblaw Companies Limited. As a key member of our Accounts Receivable team, you will be responsible for providing exceptional customer service and financial support to our customers.Key Responsibilities:Provide excellent customer service to all levels of...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionBanking and Financial AdvisorWe are seeking a highly skilled and client-focused individual to join our team as a Banking and Financial Advisor. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesConsistently demonstrate...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Ontario, Canada Loblaw Companies Limited Full time

    Job Summary:We are seeking a highly skilled Financial Services Representative to join our team at Loblaw Companies Limited. As a key member of our finance department, you will be responsible for providing exceptional customer service and financial assistance to our clients.Key Responsibilities:Provide excellent customer service to all levels of business,...

  • Financial Services Coordinator

    3 days ago

    Mississauga, Ontario, Canada R K H FINANCIAL SERVICES INC. Full time

    We are seeking a skilled Financial Services Coordinator to join our team at R K H FINANCIAL SERVICES INC.The estimated salary for this role is $45,000 - $55,000 per year, based on industry standards and location.About the RoleThis position involves providing financial support to our organization by performing various tasks related to bookkeeping, accounting,...

  • Financial Clerk

    4 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryAs a Financial Clerk at FIRSTCARE FINANCIAL SERVICES LTD., you will be responsible for performing various accounting and bookkeeping tasks. This includes calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key ResponsibilitiesFinancial Record Keeping:...

  • Insurance Account Representative: Growing Commercial Insurance

    1 week ago

    Mississauga, Ontario, Canada Mathew Smith Insurance and Financial Services Inc. Full time

    About UsWe are a dynamic and growing insurance agency, Mathew Smith Insurance and Financial Services Inc., seeking a motivated and results-driven individual to join our team as an Insurance Account Representative in Mississauga, Ontario.

  • Financial Accountant

    4 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryAt FIRSTCARE FINANCIAL SERVICES LTD., we are seeking a highly skilled Financial Accountant to join our team. As a Financial Accountant, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping:...