Responsibilities

- Connect with individuals and families to understand their financial goals and needs.

- Complete applicable training and licensing requirements for regulated activities.

- Filing paperwork and operate computer softwares

- Follow company policies, regulatory requirements, and ethical sales practices.

- Participate in team meetings, career development, and business-building activities where applicable.

Qualifications

- Strong communication and interpersonal skills.

- Willingness to learn about personal finance and financial services.

- Professional, reliable, and comfortable interacting with people.

- Self-motivated, organized, and goal-oriented.

- Previous sales or financial services experience is an asset but is not required.

- Must meet applicable eligibility requirements for required licensing.

No experience required. Training will be provided.

Pay: $50.00-$2,000.00 per month

Work Location: In person

📌 Client Services Representative (North York)
🏢 HBS
📍 North York