Hybrid Client Services Pro — Financial Planning Support Ontario

Hybrid Client Services Pro — Financial Planning Support Ontario

27 Aug
|
Educators Financial Group
|
Ontario

27 Aug

Educators Financial Group

Ontario

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 prospects 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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