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Financial Services Representative

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Job Order #: 5242637

Employer Name:
Western Financial Group
Posted Date:
# of Positions:
Employment Terms:
Full Time
Grade 12 Adult Program
3-5 Years
How to Apply?:
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Employer Name:
Western Financial Group

Employer Address:
1010 24 ST SE
T1V 2A7

Contact Email:

Employer Website:


Financial Services Representative
About Us

Western Financial Group is the largest property and casualty brokerage in western Canada. Including our affiliated offices, we provide auto, home, farm and business insurance to residents of 90+ communities through over 100 local offices across British Columbia, Alberta, Saskatchewan and Manitoba. In most locations we also offer life insurance products, travel insurance, some investment services, and deposit and loan services such as the purchase of GICs, as well as personal and commercial mortgages and loans.

About The Opportunity

We are seeking a Financial Services Representative to join our busy office in Wolseley or Glenavon, SK. In this role, you will contribute to achieving the goals of your team by:

Establish and maintain strong, trusting relationships with clients and centers of influence
Promote cross selling of Western Financial Group products
Responsible for accurate, timely processing of Life/GIC customer and internal documentation within Western Financial Group guidelines and practices
Will be required to obtain and  maintain Life Insurance license
We are seeking the following experience, skills, and capabilities:
Lfe License (or ability to complete within first year of employment) is required  
Experience in banking and/or life insurance sales is an asset
Strong MS-Office skills; experience with TAM (The Agency Manager) is an asset
Ability to work independently and in a team environment

We Offer

Western Financial Group offers robust compensation and benefits packages including:

Competitive salaries
Group health and dental benefits plan 100% paid by Western Financial Group
Minimum 3 week vacation, personal days & sick days
Training and development opportunities
Employer matched RSP program and Employee Share Ownership Plan
Much more!


Skills and Abilities

Security and Safety
 - Criminal record check (abstract)
 - Basic security clearance
Own Tools/Equipment
 - Internet access
Work Setting
 - Financial services
 - Insurance
Essential Skills
 - Critical thinking
 - Working with others
 - Oral communication
 - Document use
Work Conditions and Physical Capabilities
 - Fast-paced environment
Specific Skills
 - Balance daily transactions
 - Promote financial products and services
 - Provide information to clients
 - Store, update and retrieve financial data
Business Equipment and Computer Applications
 - Internet browser
 - Windows


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