Financial Services Representative

1 week ago

Winnipeg, Canada Alpha Financial Services. Full time

Job Summary

We are a rapidly growing financial brokerage expanding in Winnipeg, and now expanding in Winnipeg Manitoba and Montreal. We are

currently looking to bring on-board Financial Service Representative and Financial

Planners to our positive and upbeat work environment.

Financial Service Representatives provide clients with advice on financial matters,

making recommendations on ways to ensure their money works for them. The role

involves researching and understanding the marketplace and advising clients on

products and services available, ensuring they are aware of and understand those that

best meet their needs.

Responsibilities and Duties
- Maintain comprehensive knowledge of all services and products and update all

request on development needs
- Working in the office and interacting face-to-face with clients
- Develop and maintain professional relationships with customers and ensure

customer satisfaction.
- reviewing and responding to clients changing needs and financial circumstances
- conducting meticulous reviews of clients' financial circumstances, current

provision and future aims
- analyzing current information and preparing recommendations best suited to

individual clients' requirements
- Provide efficient sales and services to customers and monitor sales for all referral

objectives.

Qualifications and Skills

performance and be able to self-direct while being highly organized and take the

initiative while multitasking a variety of tasks. Excellent communication skills, both oral

and written, with well-developed interpersonal skills with the ability and confidence to

interact with our established client base is what we are looking for.

**Job Types**: Full-time, Part-time

**Salary**: $35,000.00-$53,000.00 per year

**Benefits**:

- Company events
- Flexible schedule
- Work from home

Supplemental pay types:

- Bonus pay
- Commission pay

Work Location: In person

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