Financial Services Representative
Financial Services Representative
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3-5years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Who We Are
At The Talent Care we empower organizations and professionals to thrive. As a leader in comprehensive HR and workforce solutions we go beyond staffing to provide holistic services that drive growth adaptability and lasting value. Our commitment to innovation clientcentered strategies and talent excellence has helped businesses and individuals succeed across diverse industries.
About the Opportunity
Are you ready to elevate your career in financial services Join The Talent Care s team as a Financial Services Representative and help us make a positive impact one client at a time. In this exciting role you will build strong lasting relationships with clients provide expert financial advice and drive growth in investment and insurance portfolios. Your passion expertise and commitment to service will shape brighter financial futures and strengthen our community.
What You ll Do
Develop and nurture client relationships through personalized advicebased financial solutions including investments and insurance (segregated funds mutual funds).
Proactively expand your client portfolio through prospecting outbound outreach and participation in community and networking events.
Create and execute strategic marketing plans to enhance our brand and connect with new clients.
Conduct thorough needs analysis assess client financial goals and recommend tailored solutions all while ensuring regulatory compliance and industry standards (including KYC).
Provide ongoing portfolio reviews identify growth opportunities and deliver a high level of service and documentation.
Requirements
What Makes You a Great Fit
Minimum 3 years of experience in financial services with expertise in investment and life product sales.
Postsecondary education in a relevant field.
Mutual Funds License (required); Life License (an asset).
Proven success in building and managing client relationships growing portfolios and achieving targets.
Excellent communication organizational and problemsolving skills.
Entrepreneurial spirit and a passion for delivering meaningful impact.
Bringing an existing book of business is a strong asset.
Benefits
Why Choose The Talent Care
Join a futurefocused innovative organization dedicated to employee success and professional development.
Be part of a passionate team that values integrity excellence and lasting relationships with clients and each other.
Enjoy opportunities for learning growth and career advancement as you help shape the future of financial services.
Experience a supportive inclusive and dynamic work environment where your ideas and contributions are valued.
Ready to advance your career with a company that puts people purpose and progress first Apply today and build your future with The Talent Care!
What Makes You a Great Fit Minimum 3 years of experience in financial services, with expertise in investment and life product sales. Post-secondary education in a relevant field. Mutual Funds License (required); Life License (an asset). Proven success in building and managing client relationships, growing portfolios, and achieving targets. Excellent communication, organizational, and problem-solving skills. Entrepreneurial spirit and a passion for delivering meaningful impact. Bringing an existing book of business is a strong asset.
Employment Type
Full Time
