Financial Services Representative II
Summary
Provide tailored financial advice and banking solutions to clients in a branch, building plans for cash management, credit, and investments while meeting sales targets.
You will work in a fast-paced Banking Centre and foster key relationships with clients. You will understand clients' financial and personal goals, provide informative and tailored service, and recommend the right products and solutions. You will meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. You will use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals. You will engage in marketing and outreach activities, introduce clients to mobile banking applications, and work flexible hours including evenings and weekends. You may also support clients at multiple banking centres within a reasonable travel distance.
Responsibilities
- Foster and maintain client relationships
- Understand clients' financial and personal goals
- Provide informative and tailored service
- Recommend banking products and solutions
- Meet with clients to advise on financial plans
- Apply knowledge of cash management, credit, investment, and wealth protection
- Engage in marketing and outreach activities
- Deepen existing client relationships
- Introduce clients to mobile banking applications
- Work flexible hours across multiple banking centres as needed
Requirements
- 1 year of experience working with clients and achieving sales results
- Current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) in good standing
- Prior banking experience in a similar capacity is an asset
Benefits
- 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