Sales/Registered Representative

Job Order ID:6609
Employment Type:Yearly Salary
Web Publication Date:12/2/2021
Number of Positions:1
Job Location:Toronto
Job Function:


Our employer is looking to hire a Sales/Registered Representative (Toronto).  
Duties and Responsibilities:

  • Speaking with existing clients and new prospects
  • Developing relationships with customers ensuring the highest level of client experience in every customer interaction
  • Ensure accurate client & sales related data entry
  • Grow the volume of sales, achieving and/or exceeding annual sales objectives
  • Maintain confidentiality of customer information
  • Adhere to all company policies and procedures

Job Requirement:

Qualifications:

  • 3-plus years of sales experience in the Financial Services/ Advisory industry is an asset
  • Canadian Securities Course designation is required. Training will be provided, where needed
  • Fluent English communication abilities, both written and verbally
  • Strong verbal, written, analytical, problem solving and communication skills
  • Professional and pleasant telephone manner
  • Stay on the cutting edge of industry and market comparable products
  • Secure new business as well as grow existing customer accounts
  • Experience using CRM software (preferably Salesforce.com)
  • Proficiency in MS Office (Outlook, Word, Excel)
  • Prior community experience as well as interest and/or experience in Israel and/or Jewish community affairs
  • Prior fundraising experience and an interest and/or experience in Israel or Jewish community affairs
  • Strong networking skills with the ability to comfortably interface with all levels of clientele and staff