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, assess member/client satisfaction and service quality
- Stay up-to-date on financial services industry, market trends and best practices
Requirements
- Experience or education in financial services
- Attention to detail and strong customer service skills
- Ability to develop strategies and offer financial products
- Willingness to stay updated on industry 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