Financial Services Representative

6 days ago


Peterborough, Ontario, Canada Co-operators Full time

About this Opportunity:

We're seeking a highly motivated Financial Services Representative to join our team at Co-operators.

Your Key Responsibilities:

  • Develop and implement sales strategies to grow our life and wealth management business
  • Build and maintain strong relationships with clients to understand their financial needs
  • Identify and pursue new business opportunities to drive revenue growth
  • Stay up-to-date with industry trends and product knowledge to provide expert advice to clients

What We're Looking For:

  • Life License
  • General or other Insurance License(s) may be required depending on the specialty focus for the role
  • Minimum of two (2) years sales experience or related business or marketing experience
  • Strong communication and interpersonal skills

About Co-operators:

We're a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society.



  • Peterborough, Ontario, Canada Co-operators Full time

    Role Overview:The Co-operators is seeking a skilled Financial Services Representative to join our team. As a key member of our Distribution team, you will play a vital role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities.Key Responsibilities:Support the development of the agency operation...


  • Peterborough, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO Financial Group. 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...


  • Peterborough, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO Financial Group. 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...


  • Peterborough, Ontario, Canada BMO Full time

    Job SummaryBMO Financial Group is seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. In this role, 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...


  • Peterborough, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our branch, 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 needs.Key...


  • Peterborough, Ontario, Canada Driven Brands Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at Driven Brands. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving issues, and building strong relationships.Key Responsibilities:Maintain and...


  • Peterborough, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a skilled Customer Service Representative to provide exceptional service to our customers, handling inquiries and resolving issues in a timely and professional manner.Key Responsibilities:Respond to customer inquiries via various channels.Provide accurate information about products and services.Resolve customer complaints efficiently.Document...


  • Peterborough, Ontario, Canada undisclosed Full time

    What We're Looking for:The Accounts Payable Representative will be responsible for processing a high volume of financial transactions using an Enterprise Resource Planning system, providing information and support to the College community regarding AP process and procedures. This position requires a strong understanding of financial software and excellent...


  • Peterborough, Ontario, Canada U-Haul Full time

    Job Title: Customer Service RepresentativeJob Summary:U-Haul is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the face of U-Haul, providing exceptional service to our customers. Your primary responsibility will be to assist customers with U-Haul products and services, ensuring that they have a...


  • Peterborough, Ontario, Canada EMCO Corporation Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at EMCO Corporation. As a key member of our Profit Centre team, you will provide exceptional customer service to our clients, answering their inquiries, generating sales leads, and closing sales to increase profit sharing.Key...


  • Peterborough, Ontario, Canada EMCO Corporation Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at EMCO Corporation. As a key member of our Profit Centre team, you will provide exceptional customer service and support to our customers, helping them to find the right products and solutions for their needs.Key...


  • Peterborough, Ontario, Canada EMCO Corporation Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at EMCO Corporation. As a key member of our Profit Centre team, you will provide exceptional customer service and support to our customers, helping them to find the right products and solutions for their needs.Key...


  • Peterborough, Ontario, Canada U-Haul Full time

    Job Summary:U-Haul is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the face of our company, providing exceptional service to our customers and ensuring their needs are met.Key Responsibilities:Assist customers with U-Haul products and servicesUse U-Scan technology to manage rentals and...


  • Peterborough, Ontario, Canada Driven Brands Full time

    Driven Brands is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer experiences and driving sales growth.Job SummaryThe Customer Service Representative will be responsible for handling customer inquiries, resolving issues, and...


  • Peterborough, Ontario, Canada Driven Brands Full time

    Driven Brands is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer experiences and driving sales growth.Job SummaryThe Customer Service Representative will be responsible for handling customer inquiries, resolving issues, and...


  • Peterborough, Ontario, Canada EMCO Corporation Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at EMCO Corporation. As a key member of our Profit Centre team, you will provide exceptional customer service and support to our customers, helping them to find the right products and solutions for their needs.Key...


  • Peterborough, Ontario, Canada EMCO Corporation Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at EMCO Corporation. As a key member of our Profit Centre team, you will provide exceptional customer service and support to our customers, helping them to find the right products and solutions for their needs.Key...


  • Peterborough, Ontario, Canada EMCO Corporation Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at EMCO Corporation. As a key member of our Profit Centre team, you will provide exceptional customer service and support to our customers, helping them to find the right products and solutions for their needs.Key...


  • Peterborough, Ontario, Canada EMCO Corporation Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at EMCO Corporation. As a key member of our Profit Centre team, you will provide exceptional customer service and support to our customers, helping them to find the right products and solutions for their needs.Key...


  • Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Associate Financial Services SpecialistAt Canadian Imperial Bank of Commerce, we're building a relationship-oriented bank for the modern world. As an Associate Financial Services Specialist, you'll play a key role in helping our clients achieve their financial goals.Key Responsibilities:Client Relationship Building: Engage with clients to...