Financial Services Representative

7 days ago

Halton Hills, Canada Mike Francis - Desjardins Insurance Agent Full time

Insurance Account Representative - Desjardins Agent Team Member Location: Georgetown, ONType: Full Time Position Overview:A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Financial Services Account Representative - Desjardins Agent Team Member. We seek an energetic and experienced professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. You will have an existing Property and Casualty book of business to farm leads from, as well as the support of four team members to assist you in achievening your goals. We work as a team, we succeed as a team Responsibilities: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification. Work with the agent to establish and meet marketing goals. Requirements: Team oriented  Sales experience in the Financial Services' industry Successful track record of meeting sales goals/quotas preferred Excellent interpersonal skills Excellent communication skills - written, verbal and listening Proactive in problem-solving Dedicated to customer service Ability to multi-task Ability to make presentations to potential customers Property & Casualty license (preferred/must be able to obtain OTL) These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

  • Sales Representative

    2 weeks ago

    Halton Hills, Canada Neo Financial Full time

    Sales Representative - Georgetown Market Place Join to apply for the Sales Representative - Georgetown Market Place role at Neo Financial We are looking for motivated Sales Representatives who are excited to represent Neo and be part of this movement. In this role, you will work at various activation events such as malls, campuses, local businesses, and...

  • Sales Representative

    2 weeks ago

    Halton Hills, Canada Neo Financial Full time

    Sales Representative – Toronto Premium Outlets Join us to build a more rewarding financial future for all Canadians. At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its...

  • Customer Service Representative

    3 days ago

    Halton Hills, Ontario, Canada BMO Full time $34,750 - $47,250

    Application Deadline:12/18/2025Address:21 Mill Street East Job Family Group:Retail Banking Sales & ServiceFulfills transactions, internal business partner / external customer inquiries and requests, and/or audit and reconciliation activities. Follows procedures to resolve internal business partner and/or external customer inquiries, requests, and...

  • Personal Banker

    4 weeks ago

    Halton Hills, Canada BMO Financial Group Full time

    A leading financial institution located in Ontario is seeking a customer-focused individual to join their Retail Banking Sales & Service team. The role involves engaging with customers, conducting needs assessments, and providing tailored financial solutions. Ideal candidates possess strong interpersonal skills, 2-3 years of relevant experience, and a...

  • Financial Services Representative

    3 days ago

    Mike Francis - Desjardins Insurance Agent Halton Hills, Ontario, Canada Mike Francis Full time

    Insurance Account Representative - Desjardins Agent Team MemberLocation: Georgetown, ONType: Full TimePosition Overview:A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Financial Services Account Representative - Desjardins Agent Team Member. We seek an energetic and experienced professional...

  • Fintech Field Sales Pro

    2 weeks ago

    Halton Hills, Canada Neo Financial Full time

    A fintech company is seeking motivated Sales Representatives to join their team. In this role, you will represent the company at various activation events, helping to sign up customers for financial products. The position offers a competitive hourly wage of $20 plus commission and bonuses, with the potential average earnings reaching $36 per hour. Ideal...

  • Financial Advisor/Financial Services Specialist

    4 weeks ago

    Halton Hills, Canada CIBC Full time

    Financial Advisor/Financial Services Specialist (MFDA)Financial Advisor/Financial Services Specialist (MFDA)Apply locations Scarborough, ON time type Full time posted on Posted 30+ Days Ago job requisition id 2301818We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing...

  • Senior Financial Analyst

    6 days ago

    Halton Hills, Canada Vaco by Highspring Full time

    About the Company   Our client is a global leader in the material handling industry. They are looking for a Senior Financial Analyst to join their team!   Why Work Here   Strong internal mobility and promotion opportunities Large, well-structured finance team, offering collaboration, mentorship, and support Large, well-established organization with global...

  • Summer Student

    2 weeks ago

    Halton, Canada Halton Region Full time

    **Summer Student - Financial Operations Representative**: At Halton Region, we treat everyone with respect, honesty, fairness and trust. As an equal opportunity employer, we are committed to establishing a qualified workforce that is reflective of the diverse population we serve. Halton Region is committed to providing accommodation to individuals with...

  • Personal Banker

    4 weeks ago

    Halton Hills, Canada BMO Financial Group Full time

    Application Deadline: 12/22/2025 Address: 280 Guelph Street, Unit 24 Job Family Group: Retail Banking Sales & Service 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...