Financial services representative

Job Responsibilities:

• Engage with clients to understand their financial goals and needs.
• Conduct thorough financial analyses to assess clients' current financial situations.
• Stay informed about various financial products and services to recommend appropriate solutions.
• Promote sale of credit and loan services.
• Develop personalized financial plans based on individual client needs and risk tolerance.
• Provide guidance on investment strategies and portfolio management.
• Evaluate and manage risks associated with different financial products and investments.
• Ensure adherence to financial regulations and compliance with industry standards.
• Promote financial services to potential clients.
• Prepare and maintain accurate documentation of client interactions, financial plans, and transactions.

Eligibility Requirements:

• Candidates must have a CEGEP/ college diploma in finance or a related field.
• A strong preference with experience of 2 to 3 years in financial services or a similar role.
• Demonstrated proficiency in analytical abilities, essential for evaluating financial data and trends.
• A comprehensive understanding of various financial products and services is required.
• Familiarity with financial regulations and compliance standards.
• Effective communication skills to interact with clients and explain complex financial information.
• Ability to solve financial issues and provide suitable solutions.
• A customer-focused mindset to meet the diverse needs of clients.
• Capacity to work collaboratively with colleagues and other departments.
• Flexibility to adapt to changing financial landscapes and industry trends.

Location: Kitchener, ON N2G 2L2

Salary: $ 29.15 hourly / 35 hours per week

Overtime:1.5 times of gross pay after completion of 44 hours

Vacation Pay: 4% on every pay period

Job Type: Permanent employment

Number of vacancies: 1

Send your resume to work@money-math.ca