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Financial representative • hamilton on
Financial Services Representative
The Talent CareBurlington, ON, ca- Promoted
Financial Service Representative
Money MartBurlington, Ontario (ON), Canada- Promoted
Financial Services Sales Representative
Craig Budd - Desjardins Insurance AgentHamilton, ON, CanadaFinancial Analyst
CB CanadaHamilton, Ontario, Canada- Promoted
- New!
Financial Planner
Bank of MontrealHamilton, ON, Canada- Promoted
Financial Services Representative
Altis RecruitmentHamilton, ON, Canada- Promoted
Financial Service Representative Hamilton, Canada
Moneymart Inc.Hamilton, ON, Canada- Promoted
- New!
Financial Service Representative (FT + Monthly Incentives)
goeasyBurlington, Halton Region, Canada- Promoted
Financial Service Representative - Branch 1656
CUROHamilton, ON, CanadaFinancial Planner
BMOHamilton, Ontario, CanadaFinancial Analyst
Tamatta Mining and Construction ServicesBurlington, Ontario, Canada- Promoted
Financial Service Representative (FT + Monthly Incentives)
easyfinancialBurlington, Halton Region, Canada- Promoted
Financial Administrator
InsideHigherEdBurlington, Ontario, Canada- Promoted
Customer Financial Representative
WolseleyCanadaBurlington, Halton Region, CanadaFinancial Service Representative
goeasy Ltd.Hamilton, Ontario, CAFinancial Services Representative II
CIBCHannon, ONFinancial Service Representative - 15 King St E
Money Mart Financial ServicesHamilton, ON, CA- Promoted
Financial Advisor
Financière Sun LifeBurlington, ON, Canada- Promoted
financial analyst
Equiton PartnersBurlington, Halton Region, Canada- Promoted
Financial Controller
Bronte ConstructionBurlington, ON, Canada- Vaughan, ON (from $ 28,763 to $ 152,198 year)
- Calgary, AB (from $ 40,000 to $ 115,760 year)
- Abbotsford, BC (from $ 52,521 to $ 100,495 year)
- Nanaimo, BC (from $ 37,050 to $ 96,676 year)
- Grande Prairie, AB (from $ 70,726 to $ 95,747 year)
- Spruce Grove, AB (from $ 40,000 to $ 95,747 year)
- Brampton, ON (from $ 39,750 to $ 95,747 year)
- Markham, ON (from $ 40,000 to $ 95,747 year)
- Etobicoke, ON (from $ 53,181 to $ 93,101 year)
- Edmonton, AB (from $ 35,880 to $ 91,612 year)
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Financial Services Representative
The Talent CareBurlington, ON, ca- Full-time
- Quick Apply
Job Description
Location : Burlington, ON (Thomas Alton Blvd area)
Job Type : Full-Time
Who We Are
At The Talent Care , we empower organizations and professionals to thrive. As a leader in comprehensive HR and workforce solutions, we go beyond staffing to provide holistic services that drive growth, adaptability, and lasting value. Our commitment to innovation, client-centered strategies, and talent excellence has helped businesses and individuals succeed across diverse industries.
About the Opportunity
Are you ready to elevate your career in financial services? Join The Talent Care’s team as a Financial Services Representative and help us make a positive impact—one client at a time. In this exciting role, you will build strong, lasting relationships with clients, provide expert financial advice, and drive growth in investment and insurance portfolios. Your passion, expertise, and commitment to service will shape brighter financial futures and strengthen our community.
What You’ll Do
Develop and nurture client relationships through personalized, advice-based financial solutions, including investments and insurance (segregated funds, mutual funds).
Proactively expand your client portfolio through prospecting, outbound outreach, and participation in community and networking events.
Create and execute strategic marketing plans to enhance our brand and connect with new clients.
Conduct thorough needs analysis, assess client financial goals, and recommend tailored solutions—all while ensuring regulatory compliance and industry standards (including KYC).
Provide ongoing portfolio reviews, identify growth opportunities, and deliver a high level of service and documentation.
Requirements
What Makes You a Great Fit
Minimum 3 years of experience in financial services, with expertise in investment and life product sales.
Post-secondary education in a relevant field.
Mutual Funds License (required); Life License (an asset).
Proven success in building and managing client relationships, growing portfolios, and achieving targets.
Excellent communication, organizational, and problem-solving skills.
Entrepreneurial spirit and a passion for delivering meaningful impact.
Bringing an existing book of business is a strong asset.
Benefits
Why Choose The Talent Care?
Join a future-focused, innovative organization dedicated to employee success and professional development.
Be part of a passionate team that values integrity, excellence, and lasting relationships—with clients and each other.
Enjoy opportunities for learning, growth, and career advancement as you help shape the future of financial services.
Experience a supportive, inclusive, and dynamic work environment where your ideas and contributions are valued.
Ready to advance your career with a company that puts people, purpose, and progress first? Apply today and build your future with The Talent Care!
Requirements
What Makes You a Great Fit Minimum 3 years of experience in financial services, with expertise in investment and life product sales. Post-secondary education in a relevant field. Mutual Funds License (required); Life License (an asset). Proven success in building and managing client relationships, growing portfolios, and achieving targets. Excellent communication, organizational, and problem-solving skills. Entrepreneurial spirit and a passion for delivering meaningful impact. Bringing an existing book of business is a strong asset.