Financial Services Representative
4 days ago
The Credit Counselling Society is a renowned non-profit organization dedicated to providing support and guidance to individuals facing financial challenges. Our mission is to empower people to take control of their finances, build stability, and achieve long-term success.
Salary
We offer an attractive compensation package, including a starting salary of $41,210 per year, with opportunities for annual reviews and increases based on performance. This position also includes a comprehensive benefits package, competitive leave policies, and a commitment to employee growth and development.
Job Description
This role plays a vital part in our client service team, serving as the first point of contact for individuals seeking assistance with their finances. As a Client Care Specialist, you will provide empathetic and supportive interactions, utilizing active listening skills to understand clients' needs and connect them with relevant resources and experts. Your responsibilities will include:
- Providing exceptional customer service, responding to client inquiries, and addressing concerns in a professional and courteous manner
- Collaborating with Credit Counsellors to ensure seamless transitions and effective support for clients
- Maintaining accurate records, managing administrative tasks, and ensuring compliance with organizational policies
Required Skills and Qualifications
To succeed in this role, you will possess:
- One to two years of experience in customer-facing roles, preferably in call centre settings
- A strong background in finance or administration, with a focus on delivering excellent client experiences
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment
- Fluency in French (written and spoken) and proficiency in English
- Strong problem-solving and organizational abilities, with a flexible approach to adapting to changing situations
Benefits
As a valued member of our team, you will enjoy a range of benefits, including:
- A comprehensive health and wellness package, covering prescription medication, health spending accounts, and wellness programs
- Long-term savings options, including employer matching for eligible employees
- Opportunities for professional growth and development, including educational reimbursements and training initiatives
- Generous time-off policies, including vacation days, sick leave, and personal days
Work Environment
This full-time position requires remote work from your primary residence, with occasional on-site requirements at our New Westminster office. We value flexibility and prioritize work-life balance, offering a hybrid work arrangement that supports your well-being and productivity.
-
Financial Services Representative
4 weeks ago
Ottawa, Ontario, Canada House of Commons of Canada Chambre des communes du Canada Full timeThe House of Commons Administration strives to deliver exceptional services to Members of Parliament and their employees. As a Financial Services Representative, you will be the primary point of contact for clients regarding financial service requirements. This includes broker services, accounting operations, budget reviews, and travel point balances. You...
-
Senior Financial Portfolio Manager
1 month ago
Ottawa, Ontario, Canada co-operators Financial Services Full timeAs a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...
-
Financial Services Representative
4 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeAs a Financial Services Representative at Royal Bank of Canada, you will play a vital role in delivering exceptional client experiences and driving business growth. This exciting opportunity is perfect for individuals who are passionate about building strong relationships and providing tailored solutions to clients.The ideal candidate will possess excellent...
-
Financial Services Representative
3 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeAs a key member of our team at Scotiabank, you will play a vital role in delivering exceptional client service and supporting the growth of our business. We are seeking a highly skilled and motivated Financial Services Representative to join our Investment Representative team.About the RoleThe successful candidate will be responsible for providing prompt,...
-
Financial Services Representative
4 weeks ago
Ottawa, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a Financial Services Representative to join our team at National Bank. As a key member of our organization, you will be responsible for delivering exceptional client experiences and building strong relationships with our customers.Job ResponsibilitiesListen to clients' needs and resolve complex situations.Provide advice and offer...
-
Ottawa, Ontario, Canada TD Full timeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative in our Financial Services division.As a key member of our team, you will be responsible for providing exceptional service to our customers, responding to their inquiries, and resolving any issues they may have in a timely and professional...
-
Financial Services Professional
1 week ago
Ottawa, Ontario, Canada BMO Financial Full timeAbout the RoleBMO Financial is seeking a skilled Financial Services Professional to join our team. In this role, you will have the opportunity to work with customers to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesProvide financial planning and investment advice to customers, identifying...
-
Financial Services Representative
5 days ago
Ottawa, Ontario, Canada BIG Alta Vista Full timeWhy Choose Us:BIG Alta Vista is a full-service brokerage offering a one-stop shop for clients' auto, home, business, life, and travel insurance needs. Our team is committed to making the insurance process simple, informative, transparent, and easy to understand. We prioritize building strong relationships with our clients, understanding their unique needs,...
-
Senior Financial Strategist
3 hours ago
Ottawa, Ontario, Canada BMO Financial Full timeBMO is a leading financial institution offering unparalleled opportunities for professionals seeking to excel in their careers.As a Senior Financial Strategist, you will be responsible for delivering high-quality financial and investment planning solutions to our valued customers. With a strong focus on building lasting relationships, you will work closely...
-
Sales Representative with Financial Expertise
1 month ago
Ottawa, Ontario, Canada Kognitive Sales Solutions Full timeWe are seeking a highly motivated and sales-oriented individual to join our team as a Field Marketing Representative. Located in Bracebridge, ON, this exciting opportunity will challenge you to create excitement and connections with consumers in-store.About Kognitive Sales SolutionsKognitive Sales Solutions is a leading marketing agency dedicated to...
-
Senior Financial Strategist
3 hours ago
Ottawa, Ontario, Canada BMO Financial Full timeAt BMO Financial, we offer a unique opportunity to turn your financial expertise into a rewarding career. With a competitive salary of $85,000 - $110,000 per year, you'll have the chance to excel in a challenging role that's both exciting and fulfilling.About the JobAs a Senior Financial Strategist, you'll play a key role in helping our customers achieve...
-
Expert Financial Consultant
1 week ago
Ottawa, Ontario, Canada BMO Financial Full timeBMO Financial Group is a leading banking institution that aims to boldly grow the good in business and life. As an Expert Financial Consultant, you will play a crucial role in helping customers achieve their financial goals.About UsWe are driven by a shared purpose of creating lasting, positive change for our customers, communities, and people. By working...
-
Business Development Representative
3 weeks ago
Ottawa, Ontario, Canada Kognitive Marketing Inc Full timeKognitive Marketing Inc is seeking highly motivated sales-oriented individuals to join their team as a Business Development Representative for President's Choice Financial Products. As a key member of the sales team, you will be responsible for educating customers on the features and benefits of our financial products within store pavilions.Key...
-
Financial Services Professional
4 weeks ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full timeAbout Desjardins Financial Security Independent NetworkAs a leader in the Canadian financial services industry, Desjardins Financial Security Independent Network is part of Desjardins Financial Security and the Desjardins Group, which boasts assets of over $160 billion, making it the largest cooperative financial group in Canada and the sixth largest...
-
Professional Financial Consultant
2 weeks ago
Ottawa, Ontario, Canada BMO Financial Full timeAbout the RoleWe are seeking a skilled and dedicated Professional Financial Consultant to join our team at BMO Financial Group. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide expert financial planning and investment advice to our clients, helping them make informed...
-
Client Financial Support Representative
1 month ago
Ottawa, Ontario, Canada The Credit Counselling Society Full timeAt The Credit Counselling Society, we're dedicated to helping individuals overcome financial challenges. As a Client Financial Support Representative, you'll play a vital role in our mission by providing exceptional support to clients navigating their financial situations.About the RoleThis is a full-time position that requires working remotely from your...
-
Career Opportunity: Financial Advisor
1 week ago
Ottawa, Ontario, Canada BMO Financial Full timeOverview\BMO Financial is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We're dedicated to providing exceptional service and creating lasting, positive change in our communities.\Salary\The estimated salary for this role is $55,000 - $82,500 per year, plus commission potential, depending on...
-
Insurance Sales and Service Professional
3 hours ago
Ottawa, Ontario, Canada Definity Financial Corporation Full timeJob SummaryWe are seeking a highly motivated Bilingual Licensed Insurance Agent to join our team at Definity Financial Corporation. This is an exciting opportunity for a customer-focused individual to excel in a fast-paced environment, providing top-notch service and sales skills to our clients.About the RoleThis role involves using superior communication...
-
Sales Ambassador
1 month ago
Ottawa, Ontario, Canada Neo Financial Full timeWe're on a mission to revolutionize the financial industry at Neo Financial. Our suite of innovative products has already spoken for itself; high-interest daily operating accounts - Neo Money, investment funds - Neo Invest, digital mortgages - Neo Mortgages, and our top-rated Neo Credit card, voted the best cashback card in Canada in 2021.We've secured $299M...
-
Financial Accountant
1 month ago
Ottawa, Ontario, Canada ACT Services Full timeAbout ACT ServicesWe are a reputable organization seeking an experienced Financial Accountant to join our team.Job Description:We are looking for a skilled Financial Accountant who will be responsible for maintaining and balancing various financial accounts using manual and computerized bookkeeping systems. The successful candidate will ensure that general...