Financial Services Representative engaging clients in a fast-paced Banking Centre. Providing tailored financial solutions while building meaningful relationships with clients.
Responsibilities
Work in a fast-paced Banking Centre to make a meaningful difference in clients’ lives
Foster key relationships with clients and understand their financial and personal goals
Provide informative and tailored service, and recommend products and solutions
Engage in marketing and outreach activities
Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals
Requirements
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year experience in working with clients and achieving sales results
Prior banking experience in a similar capacity is an asset
Benefits
Competitive salary
Incentive pay
Banking benefits
Benefits program*
Defined benefit pension plan*
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
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