16 Financial Sales jobs in Canada

Job Description

Bilingual Financial Sales Representative (French/English)

Our state-of-the-art contact center supports our easyfinancial and easyhome brands across Canada! Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy ! At goeasy , our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as Canada’s Top Growing Companies , Waterstone Canada’s Most Admired Corporate Cultures. We’re also thrilled to be named aGreater Toronto Top Employer and proudly certified as a Great Place to Work®. These honors reflect our commitment to fostering an inclusive, high-performance culture where talent thrives, and innovation drives us forward. 

Our National Contact Center is the heartbeat of goeasy’s culture! We support over 400 retail locations across Canada in helping our customers achieve their personal and financial goals through our specialized functional teams. 

Why work for us?

• Competitive Monthly Bonus Structure

• State of the art office, with free Company Gym, Games Room

• Leverage our RRSP match and Employee Share Purchase Plan programs. 

• Employee discounts on furniture, electronics, and appliances. 

• Access 24/7 healthcare with Virtual Doctor Appointments. 

• Personalize your benefits with a customizable package including options for 100% coverage. 

• Internal development training programs and platforms including job-specific training, career coaching, leadership excellence, mentorship, and many others. 

• Celebrate properly, with your birthday off PAID ! Along with 5 personal days and two weeks paid vacation.  

• For complete picture of total rewards please click here   

A day in the life of a Bilingual Financial Sales Representative:

• Manage outbound calls and follow-ups to new and existing applicants via telephone and email

• Accurately submit & process loan applications into underwriting system

• Ability to work in a fast paced/high volume environment and multitasking

• Upselling additional valuable product

• Ensure optimum servicing to our existing applicant base by promptly and accurately responding to customer inquiries on complex multiple inquiries

• Comply with outlined policies and procedures (i.e., privacy protection, AML) when servicing clients and performing account maintenance;

• Collaborate with Sales leadership to develop and continuously improve the business unit

• Responsible for achieving and maintaining monthly sales targets 

What we are looking for:

• Sales experience over the phone in a call center environment considered an asset

• Working knowledge of Loans and Financial Service Products is desirable

• Exceptional verbal/written communication and interpersonal skills

• Excellent active listening/Strong ability to deliver information and selling our product

• Self-motivated with high energy and target driven personality

• Ability to work well in a fast paced, performance driven environment

• Ability to work independently and meet monthly performance targets/KPI's
• Bilingual (French/English)

Diversity, Inclusion, and Equal Opportunity Employment : 

 At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. goeasy is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. As an equal opportunity employer, we are committed to providing accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Please let the talent acquisition team know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs. 

 Additional Information: All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire.  

 We thank all interested applicants; however, we will only be contacting those for interview who possess the skills and qualifications outlined above. 

Job Description

Financial Services Sales Representative - Desjardins Agent Team Member

Location: Grimsby, ON

Employment Type: Full -Time

Position Overview:

Are you a motivated, goal-oriented professional ready to grow your career in a dynamic and fast-paced environment? A successful Desjardins Agent is expanding their team in the heart of downtown Grimsby and is looking for someone just like you.

Grimsby is growing rapidly, and so is the demand for top-tier financial and insurance solutions. This is your opportunity to join a thriving agency where you will be empowered to make an impact through meaningful, value-based conversations and exceptional customer service.

If you are driven to succeed, ready to take on new challenges, and want to be part of a team that values growth, initiative, and integrity — we want to hear from you.

What We Are Looking For:

• Life Insurance License

• OTL – Property & Casualty License (or willingness to obtain)

• Proven experience in marketing and selling financial products

• Strong knowledge of life insurance offerings

• A consistent track record of meeting or exceeding sales goals

• A long-term career mindset

• Self-motivated with a proactive attitude

• Excellent written, verbal, and listening skills

• Strong organizational and problem-solving abilities

• Team player with attention to detail and multitasking skills

What You’ll Be Doing:

• Develop and follow up on leads, identify client needs, and offer suitable products and services

• Quote and sell new business through outbound calls and marketing efforts

• Present and explain insurance solutions to potential clients

• Focus sales efforts on life, disability, critical illness, and health & dental insurance products

• Maximize every sales opportunity and cross-sell effectively

• Collaborate with the Agent to meet shared business and marketing goals

• Maintain clear, organized, and accurate client documentation

What You’ll Receive:

• Salary Range : $55,000 – $85,000 per year (base salary plus commission/bonuses)

• Paid vacation and sick days

• Comprehensive health and dental benefits

• Ongoing training and personalized coaching

• The opportunity to work with a well-respected local Agent and be part of a trusted brand

Your future starts here. If you’re ready to take the next step in your career and want to make a real impact in the lives of others, apply today.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement

• Work with Manager and Agent to establish strategic and marketing initiatives around life and health insurance
• Sales and service of life and health insurance products
• Find new opportunities to grow our life and health book of business
• Work with Team to educate on multi-line sales
• Work with Team to Deliver 5 Star Sales and Service experience
• Deliver on goals with in the group around cross selling / up selling, and many other target based programs
• Manage a client contact program to enhance our customer's insurance and financial experience
• Use a customer-focused, needs-based review process to educate customers about insurance options

• Ability to advise and help households manage risk
• Successful track record of managing and growing business targets
• Self-motivated
• Ability to relate to Team Members and customers
• Strong communication and interpersonal skills
• Strong work ethic with a total commitment to success each and every day
• Organized, with the ability to problem solve
• Attention to detail
• Strong understanding of social media/technology
• Ability to motivate and leadership skills

• Life / Accident and sickness license
• Property and Casualty license (must be able to obtain)
• Management and sales experience (required)
• Educations in a related field
• 2 years of relevant experience
• Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset

Job Description

Our client is an established company within the Consumer Goods space and they are looking for a Senior Financial Analyst - Sales to join their team. Reporting to the Finance Manager, Sales & Ecommerce, the Senior Financial Analyst – Sales will be a key member for both the Finance and Sales teams. The role requires an individual who is able to provide financial guidance and insights to his/her Customer teams by providing strong analytics, insights and recommendations. The ideal candidate will possess strong Business Partnership skills to help drive business decisions that result in sustainable revenue, margin and profit growth. This position is ideal for a Finance professional who is looking for an opportunity for career growth and a desire to add value to a fast-growing organization.

Our client is an established company within the Consumer Goods space and they are looking for a Senior Financial Analyst - Sales to join their team. Reporting to the Finance Manager, Sales & Ecommerce, the Senior Financial Analyst – Sales will be a key member for both the Finance and Sales teams. The role requires an individual who is able to provide financial guidance and insights to his/her Customer teams by providing strong analytics, insights and recommendations. The ideal candidate will possess strong Business Partnership skills to help drive business decisions that result in sustainable revenue, margin and profit growth. This position is ideal for a Finance professional who is looking for an opportunity for career growth and a desire to add value to a fast-growing organization.

Responsibilities of the Senior Financial Analyst is as follows but not limited to:

• Act as the business financial expert to drive financial insights through effective communication and partnership
• Work with cross-functional teams including Sales, Revenue Management and Accounting
• Lead and analyze the customer P&L to monitor performance and guide with business decisions
• Provide support in Gross to Net Sales reporting and forecasting (month, quarter, annual, budget)
• Evaluate working/non-working spend and optimization
• Provide financial insights related to volume/mix and rate variances to drive Customer Profitability and margin
• Understand financial drivers to maximize gross margin
• Develop and maintain analytical tools, modeling, and processes to support a deeper level of analysis to achieve targeted financial results
• Lead the business on ad hoc analysis (e.g.: JBP, PVA, promotion spend) to support sound business investment decisions

TMGNY

• Bachelor’s degree in Business, Finance or Accounting or CPA Accounting designation
• 3-5+ years of business experience in the Consumer-Packaged Goods industry
• Strong financial & commercial acumen
• Experience with Oracle and SAP is an asset
• Ability to effectively analyze and present data to make recommendations
• Initiative to make impactful decisions with little to no supervision
• Ability to work in a cross-functional team environment
• Excellent interpersonal and communication skills
• Strong attention to detail and deadline oriented
• Analytical proficiency, business judgment, modelling and problem-solving skills
• Capacity to work in a fast-paced environment and manage multiple priorities/stakeholders
• Knowledge of accounting principles and procedures and forecasting practices
• Proficiency in Microsoft Excel

Job Description

Financial Services Sales Advisor - Desjardins Agent Team Member

Location: OAKVILLE, ONT
Type: Full Time, Permanent

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you!

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• Product expert
• Provide prompt, accurate, and friendly customer service
• Work with the Agent to establish and meet office goals

Compensation:

• Salary plus commission/bonus
• Plenty of growth within Agency
• Paid time off (vacation and personal/sick days)
• Flexible work hours

Requirements:

• Sales experience preferred but not required
• Drive to meet sales goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Life/Accident and Sickness license required (Canadian Invesetment Funds license a bonus)

We thank all applicants for their interest, however, only those selected for interview will be contacted.

Richard Demille Insurance and Financial Services Ltd.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Financial Services Sales Advisor - Desjardins Agent Team Member

Location: OAKVILLE, ONT
Type: Full Time, Permanent

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you!

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• Product expert
• Provide prompt, accurate, and friendly customer service
• Work with the Agent to establish and meet office goals

Compensation:

• Salary plus commission/bonus
• Plenty of growth within Agency
• Paid time off (vacation and personal/sick days)
• Flexible work hours

Requirements:

• Sales experience preferred but not required
• Drive to meet sales goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Life/Accident and Sickness license required (Canadian Invesetment Funds license a bonus)

We thank all applicants for their interest, however, only those selected for interview will be contacted.

Richard Demille Insurance and Financial Services Ltd.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Financial Services Sales Advisor - Desjardins Agent Team Member

Location: OAKVILLE, ONT
Type: Full Time, Permanent

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you!

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• Product expert
• Provide prompt, accurate, and friendly customer service
• Work with the Agent to establish and meet office goals

Compensation:

• Salary plus commission/bonus
• Plenty of growth within Agency
• Paid time off (vacation and personal/sick days)
• Flexible work hours

Requirements:

• Sales experience preferred but not required
• Drive to meet sales goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Life/Accident and Sickness license required (Canadian Invesetment Funds license a bonus)

We thank all applicants for their interest, however, only those selected for interview will be contacted.

Richard Demille Insurance and Financial Services Ltd.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Financial Services Sales Advisor - Desjardins Agent Team Member

Location: OAKVILLE, ONT
Type: Full Time, Permanent

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you!

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• Product expert
• Provide prompt, accurate, and friendly customer service
• Work with the Agent to establish and meet office goals

Compensation:

• Salary plus commission/bonus
• Plenty of growth within Agency
• Paid time off (vacation and personal/sick days)
• Flexible work hours

Requirements:

• Sales experience preferred but not required
• Drive to meet sales goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Life/Accident and Sickness license required (Canadian Invesetment Funds license a bonus)

We thank all applicants for their interest, however, only those selected for interview will be contacted.

Richard Demille Insurance and Financial Services Ltd.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.