Financial Services Representative Salary in Kelowna, British Columbia

Financial Services Representative job description

Job Title: Financial Services Representative

Overview/Summary of the Role:

A Financial Services Representative works in the finance industry to provide assistance to clients regarding their financial needs. They provide financial advice and guidance, create financial plans, and recommend investment options to help clients reach their financial goals.

Responsibilities and Duties:

- Meet with clients to discuss their financial objectives, needs, and assets.

- Assess clients' financial situations and determine strategies to meet their goals and mitigate risks.

- Recommend investment opportunities, products, and services to clients.

- Build and maintain long-term relationships with clients through regular communication and follow-up.

Financial Services Representative interview questions

Interviewer: Welcome, thank you for taking the time to interview with us for the Financial Services Representative position. Can you start by telling us about your previous experience in financial services?

Candidate: Thank you for having me. I have worked in financial services for the past five years as a financial advisor, where I advised clients on investments, retirement planning, and insurance products.

Interviewer: Can you explain the financial products and services you have experience selling?

Candidate: I have experience selling mutual funds, exchange-traded funds, stocks, bonds, life insurance, disability insurance, and long-term care insurance.

Interviewer: Can you provide an example of how you have utilized your knowledge of financial services to benefit a client?

Candidate: Sure, I had a client who was planning to retire in the next five years, and they had a portfolio that was heavily invested in one industry. I advised them on diversifying their portfolio to reduce risk and maximize returns, and they were able to retire with a more secure financial future.