More jobs:
Sales Associate Financial
Job in
Ancaster, Ontario, E8H, Canada
Listed on 2026-06-19
Listing for:
Tandia
Full Time
position Listed on 2026-06-19
Job specializations:
-
Sales
Financial Sales, Inside Sales
Job Description & How to Apply Below
Join Tandia Financial as a Sales Associate in Ancaster, ON. This full-time role focuses on member engagement, offering personalized financial solutions while driving sales growth across products.
As a Member Success Associate at Tandia's Member Solutions Centre, you'll play a key role in enhancing member satisfaction through tailored solutions. With a strong emphasis on sales, your ability to identify business opportunities will help in cross-selling and upselling various financial products, all while managing a robust portfolio of accounts effectively.
Key Responsibilities:
• Identify and promote investment and lending products for clients
• Conduct comprehensive interviews to assess member needs
• Refer members to Wealth Management for detailed planning
• Actively promote Tandia’s services through targeted marketing
• Manage outbound communication for project initiatives
Requirements:
• Minimum 2–3 years of sales experience
• High school diploma; undergraduate degree is preferable
• Strong sales acumen and organizational skills
• Excellent communication skills, both verbal and written
• Ability to prioritize tasks with attention to detail
Leverage your sales and communication skills to support member success at Tandia Financial.
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Position Requirements
10+ Years
work experience
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