Financial Services Representative
About the role
Company Description
World Financial Group (WFG) aims to empower individuals from all backgrounds to become financial services business owners. The company provides access to financial knowledge, products, and resources to help individuals prepare for a better future. WFG's mission is to equip financial services entrepreneurs with the tools they need to help families secure better futures.
Role Description
This is a full-time on-site role for a Financial Services Representative located in Calgary, AB. The Financial Services Representative will be responsible for tasks related to finance, investments, customer service, and insurance on a day-to-day basis.
Qualifications
- Finance and Investments skills
- Experience in Financial Services and Customer Service
- Knowledge of Insurance principles
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a team environment
- Relevant certification or degree in Finance or related field
About World Financial Group (WFG)
Our Vision To give people from all backgrounds the power to become financial services business owners, so that every individual can access financial knowledge, products, and resources to prepare for a better future.
Our Mission To empower financial services entrepreneurs with the tools they need to help families have better futures.
www.worldfinancialgroup.com
Financial Services Representative
About the role
Company Description
World Financial Group (WFG) aims to empower individuals from all backgrounds to become financial services business owners. The company provides access to financial knowledge, products, and resources to help individuals prepare for a better future. WFG's mission is to equip financial services entrepreneurs with the tools they need to help families secure better futures.
Role Description
This is a full-time on-site role for a Financial Services Representative located in Calgary, AB. The Financial Services Representative will be responsible for tasks related to finance, investments, customer service, and insurance on a day-to-day basis.
Qualifications
- Finance and Investments skills
- Experience in Financial Services and Customer Service
- Knowledge of Insurance principles
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a team environment
- Relevant certification or degree in Finance or related field
About World Financial Group (WFG)
Our Vision To give people from all backgrounds the power to become financial services business owners, so that every individual can access financial knowledge, products, and resources to prepare for a better future.
Our Mission To empower financial services entrepreneurs with the tools they need to help families have better futures.
www.worldfinancialgroup.com