About this role
Role Overview
- Attend to members’ investment and financing needs while ensuring quality service
- Develop strategies and offer investment, financing, and insurance products
- Manage business relationships and follow up to identify areas for improvement
Requirements
- Experience or education in the financial services industry
- Commitment to providing excellent customer service
- Ability to manage business relationships and assess client satisfaction
- Stay up-to-date on financial services industry and market trends
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment