The average salary for a Financial Services Representative with Customer Relationship Management (CRM) skills in Canada is C$40,001.
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C$35k - C$44k
C$0 - C$950
C$36k - C$50k
Your Market Worth Over Time
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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.
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
Popular Skills for Financial Services Representative
Skills in Banking, Consumer Loans and Mortgage Loans are correlated to pay that is above average. Skills that pay less than market rate include Customer Service and Sales.
Years of Experience
This data is based on 11 survey responses.
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