Financial Services Representative

1 week ago

Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

About Our Agency

Dan Piedimonte Desjardins Insurance is a reputable agency specializing in financial services, focusing on property and casualty insurance, life insurance, and mutual funds. We are seeking a dedicated and sales-oriented Insurance Advisor to join our team and contribute to our growth.

The Role

We are looking for an Insurance Advisor to play a key role in our overall growth strategy. As an Insurance Advisor, you will have the opportunity to make a significant impact on our business. You will be responsible for:

  • Providing expert advice on property and casualty insurance, life insurance, and mutual funds to new and existing clients
  • Cross-selling and upselling insurance products to clients
  • Developing leads and identifying customer needs to market appropriate products and services
  • Handling client inquiries and requests, and scheduling appointments
  • Building strong relationships with clients and networking with people to expand our client base

Qualifications

We are seeking a highly motivated and experienced individual with:

  • 2+ years of sales experience, preferably in the insurance industry
  • Excellent communication and interpersonal skills
  • Self-motivation and a strong ambition to succeed
  • Ability to network and build relationships with clients
  • OTL/RIBO and LLQP designations, or willingness to obtain

About Our Company

Desjardins is a financial services company that offers a diverse and challenging work environment, financial security, and satisfaction. We offer a competitive compensation package, including a base salary and commissions. If you are a driven and sales-oriented individual looking for a new challenge, we encourage you to apply for this exciting opportunity.

  • Financial Service Representative

    2 weeks ago

    Oshawa, Ontario, Canada Momentum Financial Services Group Full time

    Financial Service Representative Financial Service Representative Momentum Financial Services Group is a top financial services provider in North America, with over 400 retail locations across Canada. We offer access to cash and related financial products to help customers achieve their financial goals. About the Role We are seeking a dynamic and...

  • Financial Service Representative

    1 week ago

    Oshawa, Ontario, Canada Momentum Financial Services Group Full time

    Financial Service RepresentativeFinancial Service Representative Momentum Financial Services Group is a top financial services provider in North America, with over 400 retail locations across Canada. We offer access to cash and related financial products to help customers achieve their financial goals. About the Role We are seeking a dynamic and driven...

  • Financial Services Representative

    1 week ago

    Oshawa, Ontario, Canada Momentum Financial Services Group Full time

    About the RoleMomentum Financial Services Group is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for promoting our financial products and services to meet the short- and long-term financial goals of our customers.Key ResponsibilitiesDeliver Results:...

  • Financial Services Representative

    1 week ago

    Oshawa, Ontario, Canada Momentum Financial Services Group Full time

    About the RoleMomentum Financial Services Group is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for promoting our financial products and services to meet the short- and long-term financial goals of our customers.Key ResponsibilitiesDeliver Results:...

  • Financial Services Representative

    1 week ago

    Oshawa, Ontario, Canada Momentum Financial Services Group Full time

    About the RoleMomentum Financial Services Group is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for promoting our financial products and services to meet the short- and long-term financial goals of our customers.Key ResponsibilitiesDeliver Results:...

  • Financial Services Advisor

    2 days ago

    Oshawa, Ontario, Canada Desjardins Full time

    {"title": "Financial Services Advisor", "content": "Job SummaryAs a Financial Services Advisor at Desjardins, you will play a key role in developing and maintaining lasting business relationships with members and clients. Your primary responsibility will be to provide expert advice on financial products and services, helping clients achieve their financial...

  • Financial Services Advisor

    2 days ago

    Oshawa, Ontario, Canada Desjardins Full time

    {"title": "Financial Services Advisor", "content": "Job SummaryAs a Financial Services Advisor at Desjardins, you will play a key role in developing and maintaining lasting business relationships with members and clients. Your primary responsibility will be to provide expert advice on financial products and services, helping clients achieve their financial...

  • Customer Service Representative

    1 day ago

    Oshawa, Ontario, Canada BMO Full time

    Deliver exceptional customer service, identify customer needs, and provide financial solutions in a retail banking environment. Job Title: Retail Banking Sales & Service Representative Company: BMO Financial Group Job Description: As a Retail Banking Sales & Service Representative, you will be responsible for delivering exceptional customer service,...

  • Customer Service Representative

    4 days ago

    Oshawa, Ontario, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their individual...

  • Customer Service Representative

    4 days ago

    Oshawa, Ontario, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their individual...

  • Customer Service Representative

    1 week ago

    Oshawa, Ontario, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their individual...

  • Financial Advisor

    5 days ago

    Oshawa, Ontario, Canada Desjardins Full time

    About the RoleAs a Financial Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to ensure that they are satisfied with the financial services provided by the company.Key ResponsibilitiesAdvise members and clients on the best...

  • Financial Advisor

    5 days ago

    Oshawa, Ontario, Canada Desjardins Full time

    About the RoleAs a Financial Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to ensure that they are satisfied with the financial services provided by the company.Key ResponsibilitiesAdvise members and clients on the best...

  • Financial Advisor

    1 week ago

    Oshawa, Ontario, Canada Desjardins Full time

    About the RoleAs a Financial Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to ensure that they are satisfied with the financial services provided.Key ResponsibilitiesAdvise members and clients on the best strategies to...

  • Financial Advisor

    1 week ago

    Oshawa, Ontario, Canada Desjardins Full time

    About the RoleAs a Financial Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to ensure that they are satisfied with the financial services provided.Key ResponsibilitiesAdvise members and clients on the best strategies to...

  • Customer Service Representative

    2 weeks ago

    Oshawa, Ontario, Canada 2256032 Ontario Inc (delivering services on behalf of ServiceOntario) Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service to our clients, responding to inquiries, and resolving issues in a timely and professional manner.Key ResponsibilitiesCustomer Service: Answer...

  • Culinary Service Representative

    4 weeks ago

    Oshawa, Ontario, Canada Dexterra Group Full time

    Job Overview POSITION SUMMARY We are seeking a Culinary Service Representative (Part-Time) to join our team at Dexterra Group. This role will report to the Food Service Manager. Available shifts include mornings and evenings during weekdays. Ensure the safe preparation of food and beverage items, including monitoring and recording temperatures ...

  • Financial Services Specialist

    1 week ago

    Oshawa, Ontario, Canada CIBC Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at CIBC. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing expert financial advice and guidance, and helping them achieve their financial goals.Key...

  • Financial Services Specialist

    1 week ago

    Oshawa, Ontario, Canada CIBC Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at CIBC. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing expert financial advice and guidance, and helping them achieve their financial goals.Key...

  • Culinary Service Representative

    4 weeks ago

    Oshawa, Ontario, Canada Dana Hospitality Full time

    Position OverviewWe are seeking a dedicated Culinary Service Representative to join our team at Dana Hospitality. This role will report to the Food Service Supervisor and involves various shifts throughout the week.Key ResponsibilitiesEnsure the safe handling and preparation of food and beverage items, including monitoring temperatures.Deliver exceptional...