The average salary for a Financial Services Representative with Customer Service skills at TD Canada in Canada is C$38,496.
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C$36k - C$41k
C$0 - C$4k
C$37k - C$45k
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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 custom…Read more
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
Explore the most common career paths for Financial Services Representative. Thickness and color of lines indicates popularity of movement from one job to the next. Visit our career path planner to research other job paths.
Financial Services Representative
More common (> 20%)
Somewhat common (8 - 20%)
Less common (< 8%)
Financial Services Representative Job Listings
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Popular Skills for Financial Services Representative
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