NOC 63102 - Financial sales representatives

Job Summary Provide financial product advice and sell services to individual and business clients. Build and maintain customer relationships while achieving sales targets and ensuring compliance with industry regulations. Number of Positions 2 Main Duties Identify and prospect potential clients through cold calling, networking, referrals, and lead follow-up. Assess clients' financial needs, goals, and risk tolerance to recommend appropriate products and services. Prepare and present product proposals, quotes, and application documentation to clients. Execute sales transactions, process applications, and coordinate with operations for account setup and servicing. Maintain accurate client records, follow-up activities, and sales reports in customer relationship management systems. Stay informed about product features, market developments, and regulatory requirements; participate in ongoing training. Requirements Post-secondary diploma or degree in business, finance, economics, or equivalent combination of education and experience. Proven sales experience, preferably in financial services, banking, or a related industry. Strong verbal and written communication skills with the ability to build rapport with diverse clients. Proficiency with CRM software, Microsoft Office, and common digital communication tools. Demonstrated ability to manage a sales pipeline, meet targets, and work independently with attention to detail. Eligible to work in Canada and able to pass employment background and reference checks; willing to obtain any required industry certifications or registrations as applicable. Required Skills Sales and negotiation Client needs assessment and financial product recommendation Relationship building and account management Attention to detail and documentation accuracy CRM and digital literacy Compliance awareness and ethical conduct Benefits Benefits include competitive wages, supportive work environment, opportunities for growth, training support, and other employer-specific benefits depending on the position and location. Follow Us for More Job Updates Do follow us on our social media platforms for more job updates. Facebook | LinkedIn | Instagram About GTR Worldwide We are a Canadian immigration, recruitment, and settlement company based in Canada, with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment, education, immigration, recruitment, and settlement. At GTR Worldwide, we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed, prepared, and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada. Disclaimer The job postings published by GTR Worldwide on this website are for future openings. Postings may be based on occupations and jobs that are expected to be in demand in Canada. Due to the high volume of applications received, this website cannot guarantee that any position is still open or that employment will be offered to every applicant. GTR Worldwide is not responsible for wages, working conditions, workplace safety, or any other aspects of employment. Every candidate is responsible for conducting their own research about the organization and making informed decisions before accepting any position or offer. For your own safety and security, please do not share your banking information on this website. We do not post jobs that appear to discriminate against applicants on any protected basis. If you have any concerns, feel free to contact us by calling our number 1-855-477-9797, WhatsApp: +16476197975 or by email at [email protected].

The financial sales representative will identify and prospect potential clients to provide financial product advice and sell services. They are responsible for managing the sales pipeline, maintaining accurate client records, and ensuring compliance with industry regulations.

Candidates must hold a post-secondary diploma or degree in business, finance, economics, or a related field. Proven sales experience in the financial services or banking industry is required, along with strong communication skills and proficiency in CRM software.

• Competitive wages • Supportive work environment • Opportunities for growth • Training support

• Souci du détailSouhaitée
• VenteSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Sales
• Negotiation
• Client needs assessment
• Financial product recommendation
• Relationship building
• Account management
• Attention to detail
• Documentation accuracy
• CRM
• Digital literacy
• Compliance awareness
• Ethical conduct
• Cold calling
• Networking
• Lead follow-up
• Client Needs Assessment
• Lead Follow-Up
• Sales Pipelines
• Rapport Building
• Digital Communications
• Sales Prospecting
• Customer Relationship Management (CRM) Software
• Digital Literacy
• Ethical Standards And Conduct
• Research
• Account Management
• Customer Relationship Management
• Corporate Finance
• Cold Calling
• Communication
• Economics
• Financial Services
• Settlement
• Risk Aversion
• Microsoft Office
• Operations
• Relationship Building
• Social Media
• Workplace Safety
• Detail Oriented

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting
• Financial Sales Representative
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

Formation minimale

Baccalauréat

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine