19 Mar 2026

Financial Services Representative

Halifax, NS

Agilus is recruiting for a Financial Services Representative in the Banking Sector in Halifax, Nova Scotia.
As an Inbound Financial Services Representative, you’ll be the first point of contact for clients calling in with questions or requests related to their banking needs. You’ll deepen relationships by understanding the client’s needs, and quickly resolving issues or problems.?You’ll proactively identify opportunities to match clients with the right products and solutions that will enable their financial success. Products and solutions will include bank accounts, credit card products, secured investments, overdraft protection, bill payments, secured and unsecured credit products, and more.
Total rewards:

$50000.00 annually
$50K annually plus 7% performance bonus
You’re flexible to work from Monday to Sunday from 7:00 am to midnight

A typical day:

Focus on each client experience and connect on a personal level to offer an exceptional client experience. Engage in client-focused interactions that are meaningful and deliver trusted advice. Provide support for clients by helping them to manage their accounts and products.
Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused in order to identify opportunities to help our clients.
Understand that the client’s time is valuable and effectively complete their request.?Strong knowledge of the systems and products to allow quick resolution of problems.
Proactively suggest banking options that will help clients achieve their financial goals. Understand and leverage other internal departments within to assist clients on additional needs
Easily navigate and focus on multiple software applications and dual monitors.?
You find meaning in relationships, and surround yourself with a diverse network of partners. You achieve trust through respect and authenticity.

Successful candidates will have:

Even though this role is a remote position, the expectation is that you must be able to attend your primary location within two hours upon request (e.g. technology/service outages, Business Contingency Planning, team meetings, celebration, events, etc.)
Ability to work independently as an Agent@Home with a secure workspace, in a room or office with a door that closes it off from noises and distractions
Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps
2 to 3 years of experience in Customer facing role

This posting is for an active opening.

Interested?
Please apply directly online

Agilus would like to thank all candidates for their interest in this opportunity. Due to the volume of resumes we receive; we may only be able to respond directly to those candidates being selected for an interview.
We encourage you to visit agilus.ca regularly or subscribe to our email alerts at agilus.ca/Account/Register as new exciting employment opportunities become available daily.

Job Code 153802

We value a diverse workplace.

Agilus Work Solutions is committed to employ people from diverse backgrounds and we actively demonstrate inclusiveness through fair, equitable and accessible hiring practices. We recognize the strength that comes from different experiences, backgrounds and perspectives and welcome candidates who identify as visible minorities, Indigenous people, persons with disabilities, and persons within the LGBTQ+ community. We feel it is important as an organization that all people have access and opportunity to be employed, to be valued and to be respected.

Our recruiting process is human-centric and supported by AI. Our AI assistant may reach out to applicants for a prescreen. All results will be reviewed and evaluated by our Canadian based, human recruiting team.

Accommodations for job applicants with disabilities will be provided upon request during the recruitment, assessment, selection and placement process. Alternative format available on Request.