Career Opportunities

Bilingual Client Relations and Sales Associate

Reporting to: Manager Inside Sales

Primary Responsibilities:

  • Provide exceptional client service to both walk-in guests and incoming callers
  • Resolve client enquiries in a proactive manner through telephone and written requests as well as administrative issues
  • Work closely with back office to make sure all administrative account related transactions and non-financial changes are processed, while complying with policies, practices and procedures
  • Provide on-going support to Sales team; execute marketing mailing requests, answer any account related questions and assist in special projects
  • Manage client registration on company website and respond to general email enquiries
  • Administer daily sales reports and maintain price history spreadsheet

Requirements:

  • Fluency in English and French (written and oral)
  • Post secondary education or equivalent
  • Thorough knowledge of mutual funds/investment products and related services
  • Completion of Canadian Securities Course (CSC) or Canadian Investment Funds course (IFIC)
  • Previous work experience in a customer service role an asset
  • Must possess an exceptional telephone demeanor and listening skills
  • Quick learner, detail-oriented, good problem solver and strong time-management skills
  • Ability to work as a team as well as individually
  • Well organized, with the ability to juggle multiple tasks effectively and work within tight deadline parameters
  • Must have high energy level, with a 'can do' attitude to succeed

ONE Financial Corporation is a dynamic, specialized investment products firm focused on providing Canadian investors and their financial advisors with truly innovative wealth management solutions. Since inception in 2002, ONE Financial has raised approximately $300 million, and is among Canada's fastest growing investment firms. The firm's plans include expansion of its product line to include new leading-edge investments that continue our tradition of bringing important benefits to Canadian investors.

To apply for this position, please email your resume to info@onefinancial.com, stating the job title in the subject line.