The average salary for an Entry-Level Financial Services Representative is C$38,429 per year.

C$33,680 - C$42,896
C$34K
C$39K
C$43K
MEDIAN: C$38,577
10%
50%
90%
C$12.76 - C$20.19
C$13
C$18
C$20
MEDIAN: C$18.43
10%
50%
90%
C$0C$45K
Salary C$33,680 - C$42,896
Bonus C$654 - C$4,098
Profit Sharing C$103 - C$3,684
Commission C$0.00 - C$7,891
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
C$33,886 - C$45,250
  • Country: Canada
  • Currency: CAD
  • Updated: 17 Jan 2018
  • Individuals Reporting: 287
Hourly Data C$0C$29
Hourly Rate C$12.76 - C$20.19
Overtime C$23.81
Annual Data C$0C$45K
Bonus C$654 - C$4,098
Commission C$0.00 - C$7,891
Profit Sharing C$103 - C$3,684
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
C$33,886 - C$45,250
  • Country: United States
  • Currency: CAD
  • Updated: 17 Jan 2018
  • Individuals Reporting: 46

Job Description for Financial Services Representative

A financial services representative works for a bank or other financial establishment to assist customers with a variety of the investments. They may also serve as the point person for handling regular loan applications for home mortgages, which includes providing information to customers on the application process. The financial services representative must be familiar with - and able to speak to customers about - a variety of investment strategies to suit the varying needs of the bank’s customers. The representative must be able to gather information from clients such as age, time until retirement, family size, and income to help the client determine appropriate investment options. The representative also looks at the client’s current investments and debts, and they may also be expected to make recommendations related to reducing payments or interest. Many banks also sell investment insurance and life-event insurance. The financial services representative presents these products to clients and customers as well.

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Financial Services Representative Tasks

  • Provide financial advice and match financial products with customers' needs and goals.
  • Develop long-term rapport with customers and foster profitable relationships.
  • Monitor market trends, identify and pursue potential customer leads, and meet sales goals.
  • Discuss customers' financial concerns, questions, and needs.

Popular Employer Salaries for Financial Services Representative

Financial Services Representative Job Listings

Pay Difference by Location

National Average: C$39,602

Larger city markers indicate a job is popular in that location.

Key Stats for Financial Services Representative

Gender

Female
45 %
Male
55 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 53 votes.
Less than 1 year
11%
1-4 years
83%
5-9 years
7%

Skills That Affect Financial Services Representative Salaries

Sales
▼0%

Customer Service
▼0%

National Average
C$40,000

Financial Advisor
▼7%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 53 votes.

Gender

Female
45 %
Male
55 %

Common Health Benefits

medical benefits
Medical: 91%
dental benefits
Dental: 84%
vision benefits
Vision: 63%
no benefits
None: 6%