About the BridgGroup of Companies:
The BridgGroup of Companies (TBGOC) has been in business for over 24 years and provides exceptional consumer services in the Financial and real estate sectors.
Our mission is to change lives one client at a time and to be the home of all your financial needs!
We aim to foster a culture of caring and accountability. We care for our clients and employees in a team-working environment. As a company, we focus on providing a range of services that help each client reach their financial goals. But we also aim to ensure that our team experiences personal growth in their careers by offering ongoing training and development opportunities.
“We are looking for a Financial Services Representative seeking a new and rewarding career. The successful applicant will be responsible for providing expert financial advice and building lasting relationships with clients on behalf of The Bridg Group of Companies. This is a full-time position with great opportunity to grow within a fast-growing organization. If you are a detail-oriented individual with a passion for finance and a commitment to excellent customer service, we want to hear from you!”
Position: Financial Services Representative
Salary: $60,000 to $70,000 + Annual performance-based bonus
Expected Start Date: As soon as possible
Benefits:
- 10 Paid Vacation Days
- 3 Paid Sick Days
- Annual performance-based bonus
- Group Benefits (Medical, Dental, Vision)
- Ongoing Professional Development
- Complimentary Daily Beverages
Major Responsibilities
Mission Statement/Continued Lifetime Value Experience: must embrace and contribute to our philosophy in changing lives.
· Foster our core values with red carpet, white glove service.
· Assist all B2C’s, B2E’s, B2Ps and B2Bs.
· Uphold our 4-hour guaranteed response time.
· Support our #changinglives mindset by adapting to our CLVE Philosophy via Telephone, Email, Virtual & face-to-face interactions to ensure targets are met
Company Compliance:
· Complete daily compliance checklists during planning times.
· Promote and participate in company corporate culture philosophy-Teamwork, Team Participation, Corporate Events, Lead by Example Approach, High Performing and adherence to our Employee Code of Conduct -
· Attitude, Assertiveness, Accountability (Triple AAA) & Proven Productivity Method - CLVE, Compliance, Deadlines (CCD)
· Increase client/employee retention.
· Foster and follow daily processes & policies
Position Responsibilities and Duties for Investment & Consulting Division
· Collaborate closely with the President to deliver exceptional, high-level service, empowering clients to achieve their financial goals through strategic guidance, unwavering professionalism, and a commitment to excellence in every interaction.
· Conduct investment client intake, discovery, needs-assessment meetings, and client sign-ups while delivering a professional, client-focused experience.
· Drive sales activity through relationship building, approved outreach initiatives, and achievement of individual and team quota objectives.
· Assist with onboarding, account documentation, and service requests in full compliance with company policies, regulatory requirements, and approved procedures.
· Prepare, maintain, and update client profiles, financial snapshots, debt summaries, portfolio updates, and detailed client file notes.
· Maintain accurate CRM records, reporting dashboards, Share Drive documentation, trackers, and management reports with complete transparency and accountability.
· Coordinate contracts, payment intake, invoicing, fee tracking, and electronic-signature processes to ensure efficient file completion.
· Communicate with clients using approved scripts, templates, and procedures while providing exceptional white-glove client service.
· Educate clients on solutions, portfolio status, company services & products, and applicable processes to support informed decision-making.
· Track investment opportunities and client files from initial inquiry through completion, proactively following up on outstanding documentation and requirements.
· Support workshops, webinars, events, and approved marketing initiatives to generate leads and strengthen client relationships.
· Conduct consulting client intake, discovery meetings, needs assessments, and sign-up processes with a consultative, solutions-focused approach.
· Create and maintain client profiles, consultation files, action plans, meeting notes, and follow-up schedules to ensure successful client outcomes.
· Prepare consultation packages, financial snapshots, debt summaries, budgets, and client recommendations for management review.
· Coordinate consulting engagements from intake to completion, ensuring all documentation is accurate, compliant, and properly maintained.
· Liaise professionally with lawyers, accountants, trustees, mortgage brokers, realtors, and other industry professionals to advance client objectives.
· Manage consulting contracts, signing processes, invoicing, fee collection, and electronic documentation with accuracy and efficiency.
· Follow up consistently on outstanding client requirements, action items, and third-party deliverables to maintain momentum and service excellence.
· Deliver red-carpet, white-glove client service standards while building trust, confidence, and long-term client relationships.
· Provide transparent activity reporting, pipeline updates, sales performance metrics, and operational reporting directly to management.
· Demonstrate strong product knowledge, industry awareness, and continuous learning to effectively support clients and contribute to business growth.
Qualifications and Other Requirements:
· Post-secondary education in finance, business administration, economics, accounting, financial planning, or a related field is preferred.
· 3-5 years of previous experience in financial consulting administration, client services, credit management, investments, banking, insurance, wealth management, real estate, or a professional-services environment is an asset.
· Strong understanding of client onboarding, file administration, CRM management, document control, and follow-up procedures.
· Excellent technology skills in using all Microsoft Suite software, including MS Word, MS PowerPoint, MS Excel, Outlook, Google Chrome, etc.
· Familiarity with compliance requirements, privacy standards, anti-money-laundering procedures, and accurate record-keeping is preferred.
· Excellent oral and written communication skills; ability to express ideas and procedures clearly and concisely; ability to work with highly sensitive information
· High attention to detail and commitment to accuracy in client information, reporting, forms, contracts, and financial documentation.
· Advanced Excel skills including VLOOKUP, HLOOKUP, XLOOKUP, sums, drop-downs, PivotTables, Macros, etc.
· Resides near the office in Vaughan (preferred)
· Must have > 50 WPM
· Goal-Driven Focus: Their desire to hit targets and/or completed tasks/ assignment/ projects that outweighs any temporary hesitation or fear of social awkwardness
· Assertive Communication: They initiate conversations effortlessly and clearly articulate value propositions without sounding aggressive or pushy.
· Resilience to Rejection: They do not take "no" personally. Instead, they view objections as natural steps in the workplace to learn and perform better
· High Empathy: They are socially bold but highly perceptive, allowing them to read body language, actively listen, and adapt their pitch to the needs of team members or clients
· Natural Curiosity: They ask deep, probing questions to uncover pain points because they genuinely enjoy learning about people and solving problems.
· Unwavering Confidence: They project authority and belief in their service/product, which instantly builds trust and credibility with prospects and team.
· Effective communication involves conveying your message clearly, concisely and accurately with an advanced level of the English Language
· Must own a vehicle and always have full access
· Mandatory attendance at Company Events
Work Schedule and Conditions:
· Work Schedule: Monday, Tuesday & Thursday 12:30 pm to 9:00 pm
· Wednesday & Friday 9:00 am to 5.30 PM
· Every Saturday 8.30 is to 5:00 pm with Wednesday off, and flexibility to work additional hours to meet required deadlines or switch shifts as business needs rise
· Must be comfortable sitting and speaking on the phone for extended periods.
· Daily pressure to meet outreach targets, handle objections, and convert leads into appointments.
· Must be comfortable sitting and speaking on the phone for extended periods.
· Regular meetings with management to review weekly performance, lead quality, and conversion goals.
· Occasional support at in-office events, expos, or promotional campaigns may be required.
The BridgGroup of Companies is an equal opportunity employer, and we strive to provide a culturally diverse workforce. We will not discriminate based on race, creed, colour, national origin, age, sex, religion, marital status, sexual orientation, or disability. Accommodations are available upon request for candidates taking part in all aspects of the selection process.
Pay: $60,000.00-$70,000.00 per year
Benefits:
- Company events
- Dental care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Work Location: In person
