Current jobs related to Financial Services Representative - Elliot Lake - BMO

  • Financial Service Representative

    4 weeks ago

    Slave Lake, Canada Momentum Financial Services Group Full time

    Job Summary:Momentum Financial Services Group is seeking a highly motivated and customer-focused Financial Service Representative to join our team. As a key member of our retail locations, you will be responsible for delivering exceptional customer service, driving sales growth, and ensuring a positive store experience.Key Responsibilities:Provide a quality...

  • Financial Service Representative

    4 weeks ago

    Slave Lake, Canada Momentum Financial Services Group Full time

    Job Summary:Momentum Financial Services Group is seeking a highly motivated and sales-driven individual to join our team as a Financial Service Representative. As a key member of our retail locations, you will be responsible for delivering exceptional customer service, meeting sales targets, and providing solutions to customers' financial needs.Key...

  • Financial Service Representative

    4 weeks ago

    Slave Lake, Canada Momentum Financial Services Group Full time

    Job Summary:Momentum Financial Services Group is seeking a highly motivated and sales-driven individual to join our team as a Financial Service Representative. As a key member of our retail locations, you will be responsible for delivering exceptional customer sales experiences, driving store profitability, and providing solutions to customers' financial...

  • Customer Service Representative

    5 months ago

    Elliot Lake, Canada BMO Financial Group Full time

    17 Mary Walk Elliot Lake Ontario,P5A 1Z9 **Casual Role. No Guaranteed hours weekly, however schedules are created 3 - 4 weeks in advance** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively...

  • Financial Services Representative Ii

    4 weeks ago

    Elliot Lake, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Customer Service Representative

    5 months ago

    Elliot Lake, Canada BMO Financial Group Full time

    17 Mary Walk Elliot Lake Ontario,P5A 1Z9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Services Representative

    1 week ago

    Williams Lake, Canada Western Financial Group Full time

    Company Overview:At Western Financial Group, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we serve. Our mission is to provide exceptional financial services to our customers while fostering a positive work environment for our employees.Salary: $54,000 - $72,000 per annum (37.5 hours/week)About the Role:We are...

  • Customer Service Representative

    6 months ago

    Williams Lake, Canada BMO Financial Group Full time

    35 Second Ave South Williams Lake British Columbia,V2G 3W3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Financial Services Representative

    1 week ago

    Elliot Lake, Canada BrokerLink Full time

    As a valued member of our team at BrokerLink, you will embody our core values: integrity, respect, customer-driven mindset, excellence, and generosity. These principles guide our diversity and inclusion efforts to foster a welcoming and inclusive work environment.We seek ambitious professionals who share our commitment to delivering exceptional customer...

  • Customer Service Representative

    5 months ago

    Elliot Lake, Canada MCDOUGALL ENERGY INC Full time

    **ABOUT THE OPPORTUNITY**: McDougall Energy is looking for a high energy, results focused individual as a part-time Customer Service Representative at our Elliot Lake Esso located in Elliot Lake, ON. Reporting to the Site Manager, this position is responsible for: - Providing prompt, efficient, and courteous customer service to all customers. - Maintaining...

  • Customer Service Representative

    5 months ago

    Elliot Lake, Canada MCDOUGALL ENERGY INC Full time

    **ABOUT THE OPPORTUNITY**: McDougall Energy is looking for a high energy, results focused individual as a part-time **Customer Service Representative** at our Elliot Lake Esso located in Elliot Lake, ON. Reporting to the Site Manager, this position is responsible for: - Providing prompt, efficient and courteous customer service to all customers. -...

  • Insurance Services Representative

    4 days ago

    Elliot Lake, Canada BrokerLink Full time

    Overview:BrokerLink is a leading insurance brokerage that values integrity, respect, and customer-centricity. We strive for excellence and treat others with generosity, fostering a diverse and inclusive work environment.We are seeking a skilled Insurance Services Representative to join our team in Elliot Lake, ON, working on a Permanent (FT) basis.About the...

  • Outbound Investment Representative

    1 week ago

    Elliot Lake, Canada BMO Full time

    About the RoleWe are seeking a highly skilled Outbound Investment Representative to join our team. In this role, you will be responsible for providing exceptional customer service and sales support to our clients.

  • Insurance Sales Representative

    4 weeks ago

    Williams Lake, British Columbia, Canada Western Financial Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will be responsible for providing quotes and selling new policies to customers via phone, in-person, and by email.Key ResponsibilitiesProvide quotes and sell new policies to...

  • Customer Service Representative for Retail Environment

    1 week ago

    Elliot Lake, Canada Canadian Tire Gas+ Full time

    About the RoleWe are seeking a highly motivated Customer Service Representative to join our team at Canadian Tire Gas+. As a key member of our retail environment, you will play a vital role in providing exceptional customer service and ensuring a positive shopping experience.Key ResponsibilitiesTo operate cash registers accurately and efficiently, handling...

  • Insurance Sales Representative

    4 weeks ago

    Williams Lake, Canada Western Financial Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will be responsible for providing quotes and selling new policies to customers via phone, in-person, and by email. You will also assist customers with the purchase of their...

  • Insurance Sales Representative

    4 weeks ago

    Williams Lake, Canada Western Financial Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will be responsible for providing quotes and selling new policies to customers via phone, in-person, and by email. You will also assist customers with the purchase of their...

  • Financial Services Representative

    5 months ago

    Niagara-on-the-Lake, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Client Service Representative

    2 months ago

    Sylvan Lake, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Insurance Sales Representative

    4 weeks ago

    Burns Lake, Canada Western Financial Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will be responsible for providing quotes and selling new policies to customers via phone, in-person, and by email.Key ResponsibilitiesProvide quotes and sell new policies to...

Financial Services Representative

4 weeks ago

Elliot Lake, Canada BMO Full time
Job Summary

We are seeking a skilled Financial Services Representative to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning advice to our customers, identifying their needs, and delivering solutions that meet their goals. You will work closely with our customers to understand their financial objectives and develop personalized plans to help them achieve their financial goals.

Key Responsibilities

* Provide financial and investment planning advice to customers
* Identify customer needs and develop personalized plans to meet their goals
* Work closely with customers to understand their financial objectives and develop solutions to meet their needs
* Develop and implement a relationship management plan to meet the needs of customers

Requirements

* Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
* CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II)
* Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec
* Advanced working knowledge of financial industry
* Specialized knowledge from education and/or business experience
* Verbal & written communication skills - In-depth
* Collaboration & team skills - In-depth
* Analytical and problem-solving skills - In-depth
* Influence skills - In-depth

What We Offer

* Competitive salary and commission structure
* Comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

How to Apply

Qualified candidates are invited to apply through our website. We thank all applicants for their interest; however, only those selected for an interview will be contacted.