Key skills
Sales
About this role
Role Overview
- Provide best-in-class service and build long-lasting relationships with high-net-worth clients
- Generate leads and build your own book of business through proactive outbound initiatives, presentations, networking, and closing sales opportunities
- Educate clients in a professional manner, explaining relevant trading policies and procedures as required
- Handle customer complaints and inquiries with the goal of achieving first-call resolution, or escalate appropriately if required
- Protect client information by properly verifying clients
- Demonstrate strong attention to detail to prevent privacy breaches, violations, or errors
Requirements
- Certified professional with current accreditation and good standing of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Derivatives Fundamentals and Options Licensing (DFOL) course
- Additional accreditations (MBA, CFA) considered an asset
- 3-4 years of experience in Sales and Relationship Management
- Working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets
- Multi-lingual abilities are an asset. Fluent English required. French, Mandarin, and/or Cantonese fluency is desirable.
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