Financial Centres Representative

2 days ago

Brampton, Canada Financial Horizons Group Full time

Are you a service-driven individual who enjoys identifying and meeting the needs of your clients? Do you get excited about the opportunity to offer customized advice and product solutions? Are you a strong communicator who thrives in a client-focused role?

If you nodded ‘yes’ to those questions, you may be the next **Financial Centres Representative **to join our team at Continuum Keep reading to see if this role is the right fit for you.

**Note**:This role is supported by a remote work arrangement anywhere across Canada.

**What will you be doing in this role?**:

- Proactively contact clients and answer inbound inquiries
- Provide advice and account / policy maintenance services using appropriate planning processes
- Maintain a compliant practice
- Improve client engagement in pursuit of the centre's overall business development objectives
- Promote client portals & e-delivery options for statements, confirmations & marketing communications
- Provide input to inform continuous refinement of the business model
- Keep marketing and business development plans current and up to date
- Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs
- Educate customers about products, solutions, and services we provide

**What qualifications are required?**:

- Valid mutual fund registration required in any **one** Canadian province
- Valid life insurance license (LLQP) required in any **one** Canadian province
- College Diploma, University degree, or equivalent experience

**What competencies are required?**:

- Customer service
- Financial planning skills
- Communication skills - verbal and written
- Presentation skills
- Time management
- Proactive and resourceful
- Innovation
- Adaptability

***:
**What should your experience look like?**:

- 3-5 years’ experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services
- Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate
- Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
- CRM experience is an asset

**Benefits & Perks**:
Our service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment

These are some of the benefits we provide:

- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

**Who are we? **:

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