Financial Services Representative

Role Overview

• Work in a fast-paced Banking Centre
• Foster key relationships with clients
• Provide informative and tailored service
• Make a difference in clients’ lives
• Meet with clients for financial planning

Requirements

• Client engagement – understand personal and business priorities and provide tailored solutions
• Relationship building – engage in marketing activities to show clients you value them
• Technology expertise – help clients manage their banking needs with mobile applications
• Current accreditation and good standing Mutual Funds License
• 1 year experience with clients achieving sales results
• Prior banking experience in a similar capacity is an asset
• Knowledge of cash management, credit, investment, and wealth protection

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, social recognition program
• Purpose Day – paid day off for personal growth