Financial Services Representative - Winnipeg, Canada - Alpha Financial Services.
Description
Job SummaryWe 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
- Working in the office and interacting facetoface with clients
- Develop and maintain professional relationships with customers and ensure
- 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
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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