Financial Client Representative - (Remote Across Canada)
Financial Horizons
- Saskatoon, SK
- Permanent
- Full-time
- This role is supported by a remote work arrangement anywhere across Canada
- A successful applicant must have a valid mutual fund registration and/or life insurance license (LLQP) in any one Canadian province
- Maintain accurate and detailed records of client interactions in CRM system
- Adhere to and maintain compliance requirements of the business
- Develop, retain and grow the business by developing and establishing a relationship with clients
- Provide a high level of client service by ensuring accuracy and timeliness of responses
- Investigate, resolve and respond to client queries by conducting further research, and dealing directly with clients and partners where required
- Educate clients about products, solutions, and services provided
- Provide advice and account/policy maintenance services using business planning processes
- Contribute to team and department goals
- Maintain workflow in an orderly fashion to permit backup to readily follow up during absences
- Valid mutual fund registration and/or life insurance license (LLQP) is required in any one Canadian province
- College Diploma, University degree, or equivalent experience
- Licensed administrative assistant experience will be considered
- Customer service focused
- Attention to detail/accuracy
- Communication skills - verbal and written
- Ability to prioritize and balance multiple tasks and navigate multiple systems
- Proactive and resourceful
- Adaptable to growing business and changes in processes
- 3-5 years' experience in the financial insurance industry, Canadian banking, insurance, and/or financial advice channels with a specific emphasis on investment fund products and services
- 3-5 years' experience in a customer service related field will be considered for the right candidate
- Strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate
- Strong ability to utilize professionalism and deliver high level customer service
- High level of attention to detail, thoroughness and accuracy
- Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
- CRM experience is an asset
- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc…
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development