24 Financial Sales jobs in Canada
Financial Sales Representative
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Job Description
Our state-of-the-art contact center is the heartbeat of goeasy — proudly supporting our easyfinancial and easyhome brands across Canada. Join one of the country’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 been named one of Canada’s Top Growing Companies , Greater Toronto Top Employers , and we’re honored to have received Canada’s Most Admired Corporate Cultures award. We’re also certified as a Great Place to Work® , recognized among the Best Workplaces for Women , and celebrated for having one of the Most Trusted Executive Teams , and included on TIME Magazine’s 2025 list of Canada’s Best Companies . These accolades reflect our ongoing commitment to creating an inclusive, high-performance culture where people thrive and innovation leads the way.
Our contact center plays a vital role in supporting over 400 retail locations across the country, helping Canadians reach their personal and financial goals. Through specialized, high-impact teams, we deliver the expert service, care, and support that fuel goeasy ’s success.
Why work with us?
- Leverage our RRSP match and Employee Share Purchase Plan programs.
- State of the art office, with free Company Gym, Games Room
- 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 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
- 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
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.
Financial Sales Representative
Posted today
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Job Description
Job Description
Join LendCare — one of Canada’s fastest-growing point-of-sale financing providers and a proud part of the goeasy family. At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades including being named one of Canada’s Top Growing Companies , certified as a Great Place to Work® , and recognized among the Best Workplaces for Women and for having one of the Most Trusted Executive Teams , and included on TIME Magazine’s 2025 list of Canada’s Best Companies . These achievements speak to our commitment to building an inclusive, high-performance culture where people thrive and innovation drives us forward.
At LendCare , we do more than provide financing — we help Canadians access life’s essential moments. Whether it’s healthcare, home improvement, powersports or retail purchases, we deliver fast, flexible financing solutions that make it easier for people to move forward with confidence. Backed by cutting-edge technology and a customer-first mindset, we’re redefining how Canadians pay for what matters. If you’re driven to create real impact, join us and help empower people to live life on their terms — one approval at a time.
Why work with us ?
- 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 paid vacation and personal days.
- For complete picture of total rewards, please click here.
Day in the life of a Financial Sales Representative:
- Engage with Customers: Conduct outbound calls or receive inbound inquiries to assist customers with pre-approved personal loan options tailored to their financial needs.
- Drive Sales: Leverage phone-based interactions to maximize revenue through cross-selling opportunities, while focusing on customer satisfaction.
- Deliver Exceptional Service: Ensure every customer interaction is a positive experience by providing outstanding customer service, addressing inquiries with empathy and efficiency.
- Identify and Resolve Needs: Quickly assess customer needs and provide effective solutions, taking ownership of issues until they are fully resolved.
- Meet Sales Goals: Consistently achieve and maintain sales targets, contributing to the growth and success of our team.
What we are looking for :
- 1 year experience working in an outbound customer service or sales roles is preferred
- Financial services background is an asset
- Excellent verbal and written communication skills
- Proven interpersonal and organizational skills
- Strong attention to detail
- Excellent problem-solving skills
- Proficient with Microsoft Office (Outlook, Excel, Word, PowerPoint)
- Full time availability to work in our Pickering, ON head office
Additional Requirements for Internal Candidates:
- Must have been in your current role for 9 months.
- Have the endorsement / support of your current manager.
- Must not be currently under corrective action or within 6 months of any previous corrective action.
- Must be achieving or exceeding the required level of individual performance in your current role.
Schedule: Monday - Friday, 9AM - 5PM with occasional Saturday work
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.
Financial Sales Advisor-Flexible Schedule
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Job Description
Financial Sales Advisor – Flexible Schedule | Six-Figure Potential Part-Time or Full-Time | Remote
Are you driven, coachable, and ready to build a career with unlimited income potential ?
We're growing our financial services team and looking for motivated individuals to join us. Whether you’re starting out or making a career change or would like to have additional income beside your current job we like to speak with you. We provide full training, licensing support, and mentorship to help you succeed — all on a flexible schedule .
What You’ll DoBuild client relationships and offer financial solutions (insurance, investments, planning)
Use proven systems to grow your own book of business
Work independently with support from senior advisors
Set your own hours and pace — part-time or full-time
Full training & licensing support
Commission-based income (six-figure potential)
Mentorship & leadership growth
Work-from-anywhere flexibility
Ambitious and coachable individuals ready to take control of their income potential
Strong communication skills and a positive, people-first attitude
Self-motivated with a desire to grow personally and professionally
Previous sales or customer service experience is a bonus, but not required
This is a 100 % commission-based , independent contractor opportunity — there is no base salary . Ideal for individuals who are performance-driven , enjoy helping others, and are ready to build their own success.
Looking forward to connecting and exploring next steps with you!
Apply:
Financial Services Sales Representative
Posted today
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Job Description
Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
We are a leading insurance and financial services firm for Desjardins Insurance with two locations in Edmonton. If you are a leader, and want to work with us to continually grow our business then we look forward to your application!
Responsibilities:
- 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
We look forward to your application, only successful candidates will be contacted.
Locations:
North Office: Ave NW Edmonton
South Office: 101-596 Riverbend Sq. NW Edmonton
Desjardins Financial Services Sales Rep
Posted today
Job Viewed
Job Description
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.
Desjardins Financial Services Sales Rep
Posted today
Job Viewed
Job Description
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.
Desjardins Financial Services Sales Rep
Posted today
Job Viewed
Job Description
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.
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Desjardins Financial Services Sales Rep
Posted today
Job Viewed
Job Description
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.
Desjardins Financial Services Sales Rep
Posted today
Job Viewed
Job Description
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.