Key skills
Sales
About this role
Role Overview
- 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
- Become a technology expert and introduce clients to mobile banking applications
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 compensation
- Banking benefit*
- Wellbeing support
- Employee and family assistance programs
- MomentMakers, our social, points-based recognition program