Financial services representative

  • Job posted by : Team Engage Financial Limited

Job Description

Location: Edmonton, AB T6X 0J4

Salary: $29.25 per hour for 35 hours per week

Number of vacancies: 1

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

Vacation Pay: 4% on every pay period

Job Type: Permanent employment


Eligibility Requirements:

  • Completion of Bachelor’s degree is the minimum educational requirement.
  • Prior experience of 2 to 3 years in financial services, banking, or related roles is required.
  • Understanding and adherence to financial regulations and compliance standards.
  • Ability to engage in cold-calling, promote financial products, and suggest solutions to improve clients' financial situations.
  • Demonstrate a deep understanding of financial products, investment strategies, and market trends.
  • Strong interpersonal and communication skills to effectively interact with clients and convey complex financial information.
  • Familiarity with financial regulations and compliance standards. 

Job Responsibilities:

  • Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
  • Cold-calling potential clients to inform them of the various financial products and services on offer.
  • Meet with customers to discuss short-term and long-term financial needs and goals
  • Monitor changes in financial markets to best advice clients
  • Determining customers' needs and providing solutions with regards to their investment requirements.
  • Build relationship with the client/customer to create opportunities for various products to fulfil the customer’s financial needs.
  • Evaluate and manage risks associated with different financial products and investments.
  • Ensure adherence to financial regulations and compliance with industry standards.
  • Gain and demonstrate a thorough understanding of customer needs and requirements allowing for clear articulation of our product/brand value proposition
  • Work closely with customer service, account management, claims, contracts and any other teams as required or requested
  • Develops sales campaigns in alignment with company goals
  • Reviews market analysis information to determine customer needs, volume potential, and pricing


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Job # : 245378
 January 31, 2024 - May 30, 2024
Job category : Financial
Vacancy : 1
Salary : $29.25 per hour for 35 hours per week
Website :
Location : Edmonton - AB, Alberta, CANADA