Educators Financial Group seeks a proactive Client Services Representative to support our CAST and client base. You will engage with clients, resolve inquiries, and identify sales opportunities while coordinating with Certified Financial Planner professionals.
Reporting to the Manager, Sales Support, you will handle administrative tasks, document processing, and contribute to a cooperative, growth-oriented workplace with hybrid work options near our Head Office.
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📌 Hybrid Client Services Pro — Financial Planning Support (Ontario)
🏢 Educators Financial Group
📍 Ontario
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