Does freedom and managing your own business sound good? Do you always put people first? Are your trademarks your compelling personality, can-
do energy, integrity and professional approach? With skills like these, the position of scholarship plan representative with Universitas Financial is likely a perfect fit for you.
If you care about education and helping families establish a financial plan to put their children through school, we would love to meet you!
As a scholarship plan representative , you will build and maintain your own client base through various marketing and prospecting activities.
You will contribute to promoting the registered education savings plan (RESP), a financial product gaining in popularity!
To thrive in this role, you must :
enjoy being your own boss;
manage your own schedule and be independent;
have methodical, organized work practices;
have people skills and establish relationships of trust with potential clients;
enjoy stimulating challenges on a daily basis;
appreciate innovation and continuous improvement.
Your functions will include :
meeting families likely to want an RESP for children (parents, grandparents or relatives);
advising families and informing them about the many benefits of investing in an RESP with Universitas Financial;
getting to know your clients and assessing their needs;
participating in various promotional, recognition and development activities;
following our career launch and continuing education programs;
exemplifying a flawless professional image.
Becoming a representative for Universitas Financial means :
freedom and entrepreneurship;
meaningful work and an inspiring mission;
numerous recognition activities and incentives throughout the year;
pride in working for a solid organization with nearly 1.5 billion in assets under management.
Join our team and take on new challenges in a CAREER THAT GIVES YOU MORE!
Ability to work well independently
Outgoing, ambitious and goal-oriented
Meet the education and experience requirements set by the l’Autorité des marchés financiers to provide services as a Scholarship Plan Representative
Must have your own vehicle
Previous experience in sales and knowledge of financial products (asset)
IMPORTANT NOTE : The office address on the map is not the exact work location. Representatives work from home or from the homes of their clients.