Financial Services Representative II
Summary
A client-facing banking role focused on relationship-building, financial advice, and product recommendations across cash management, credit, investments, and wealth protection—with a focus on mobile banking adoption and sales growth.
You will work in a fast-paced banking centre, fostering key relationships with clients and understanding their financial and personal goals. You will provide tailored service and recommend banking products and solutions across cash management, credit, investment, and wealth protection. You will introduce clients to mobile banking applications and engage in outreach activities to grow your network.
Responsibilities
- Meet with clients to understand their personal and business priorities
- Advise clients on solutions and provide forward-looking financial plans
- Use knowledge of cash management, credit, investment and wealth protection
- Engage in marketing and outreach activities
- Grow your network and deepen existing relationships
- Work as one team to connect clients to the right people
- Become a technology expert
- Introduce clients to mobile banking applications
Requirements
- Current Mutual Funds License in good standing (Canadian Securities Course or Investment Funds In Canada)
- 1 year of experience working with clients and achieving sales results
- Prior banking experience 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 social recognition program