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 assess member/client satisfaction
- Stay up-to-date on financial services and market trends
Requirements
- Investment and financing experience or willingness to learn
- Strong customer service orientation
- Ability to develop strategies for investment, financing, and insurance products
- Familiarity with financial services industry, market trends, and best practices
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