Onsite Financial Service Representative II

Posted 2 hours ago

Apply now

About the role

  • 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

Job title

Financial Service Representative II

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job