Key skills
Decision MakingCritical ThinkingSales
About this role
Role Overview
- Foster key relationships with clients, understand their financial and personal goals
- Provide informative and tailored service, and recommend the right products and solutions that will help their financial success
- Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
- Engage in marketing and outreach activities to show clients you value them and their communities
- Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities
- Become a technology expert and introduce clients to mobile banking applications
Requirements
- You must have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- You can demonstrate 1 year experience in working with clients and achieving sales results
- It's an asset if you have prior banking experience in a similar capacity
- You put our clients first
- You engage with purpose to find the right solutions
- You know that details matter
- Your critical thinking skills help to inform your decision making
- You're passionate about people
- You build trust through respect and authenticity
- You're motivated by accomplishing your goals and delivering your best to make a difference
- You're passionate about growing your knowledge
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
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development