Posted 4 months ago
NOC 63102 - Financial sales representatives
@ GreenTech Resources Worldwide Canada
Weyburn, Saskatchewan
Overview
GreenTech Resources Worldwide Canada is hiring 2 full-time financial sales representatives to provide financial product advice and sell services to individual and business clients. The work covers prospecting, needs assessment, proposals, transaction processing and CRM reporting.
Responsibilities:
- Prospect clients through cold calling, networking and referrals
- Assess client financial needs, goals and risk tolerance
- Prepare product proposals, quotes and applications
- Execute sales transactions and coordinate account setup
- Maintain client records and sales reports in CRM
Requirements summary:
- Post-secondary diploma or degree in business, finance or economics
- Proven sales experience, preferably in financial services
- Strong verbal and written communication skills
- Proficiency with CRM software and Microsoft Office
- Ability to manage a sales pipeline and meet targets
- Eligible to work in Canada and pass background checks
Tools & skills
Source and dates
Source type not verified · zoho
- Employer posting date
- 2026-07-07
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Sales |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Background checks | references |
| Education | College diploma (required), Bachelor’s degree (required) |
| Fields of study | Business, Finance, Economics |
| Perks mentioned | Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
GreenTech Resources Worldwide Canada
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Immigration - Recruitment - Settlement
Full company description
GTR Immigration is a division of GreenTech Resources Ltd, Vision of the is company is to help the people around the world who wish to come to Canada for living, Work and Studies.
- LinkedIn followers
- 2,932
- People associated on LinkedIn
- 9
- Reported office locations
- Regina, S4N, CA
- Other recorded names
- GreenTech Resources Worldwide Canada
- GTR Immigration - A division of GreenTech Resources Ltd,Canada
- Specialties
- Immigration
- Profile identifies a recruitment agency
- No
GTR Immigration is a division of GreenTech Resources Ltd, Vision of the is company is to help the people around the world who wish to come to Canada for living, Work and Studies.
| Field | Value |
|---|---|
| Industry | Law Practice |
| Company size | 11-50 employees |
| Headquarters | Regina |
| Organization type | Privately Held |
| Specialties | Immigration |
| Open jobs on Jobsy | 488 |
| View page |
Job Summary
Provide financial product advice and sell services to individual and business clients. Build and maintain customer relationships while achieving sales targets and ensuring compliance with industry regulations.
Number of Positions
2
Main Duties
- Identify and prospect potential clients through cold calling, networking, referrals, and lead follow-up.
- Assess clients' financial needs, goals, and risk tolerance to recommend appropriate products and services.
- Prepare and present product proposals, quotes, and application documentation to clients.
- Execute sales transactions, process applications, and coordinate with operations for account setup and servicing.
- Maintain accurate client records, follow-up activities, and sales reports in customer relationship management systems.
- Stay informed about product features, market developments, and regulatory requirements; participate in ongoing training.
Requirements
- Post-secondary diploma or degree in business, finance, economics, or equivalent combination of education and experience.
- Proven sales experience, preferably in financial services, banking, or a related industry.
- Strong verbal and written communication skills with the ability to build rapport with diverse clients.
- Proficiency with CRM software, Microsoft Office, and common digital communication tools.
- Demonstrated ability to manage a sales pipeline, meet targets, and work independently with attention to detail.
- Eligible to work in Canada and able to pass employment background and reference checks; willing to obtain any required industry certifications or registrations as applicable.
Required Skills
- Sales and negotiation
- Client needs assessment and financial product recommendation
- Relationship building and account management
- Attention to detail and documentation accuracy
- CRM and digital literacy
- Compliance awareness and ethical conduct
Benefits
Benefits include competitive wages, supportive work environment, opportunities for growth, training support, and other employer-specific benefits depending on the position and location.
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About GTR Worldwide
We are a Canadian immigration, recruitment, and settlement company based in Canada, with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment, education, immigration, recruitment, and settlement.
At GTR Worldwide, we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed, prepared, and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada.
Disclaimer
The job postings published by GTR Worldwide on this website are for future openings. Postings may be based on occupations and jobs that are expected to be in demand in Canada. Due to the high volume of applications received, this website cannot guarantee that any position is still open or that employment will be offered to every applicant.
GTR Worldwide is not responsible for wages, working conditions, workplace safety, or any other aspects of employment. Every candidate is responsible for conducting their own research about the organization and making informed decisions before accepting any position or offer.
For your own safety and security, please do not share your banking information on this website. We do not post jobs that appear to discriminate against applicants on any protected basis.
If you have any concerns, feel free to contact us by calling our number 1-855-477-9797, WhatsApp: +16476197975 or by email at [email protected].
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