Financial Services Representative

We're building a relationship-oriented bank for the modern world, seeking a Financial Services Representative to work in a fast-paced Banking Centre, fostering key relationships with clients and providing informed service to help their financial success.

Requirements

• Meet with clients to understand their personal and business priorities
• Advise clients on solutions and provide a forward-looking financial plan
• Engage in marketing and outreach activities to show clients value
• Grow network, deepen existing relationships, and work as one team
• Become a technology expert and share knowledge with clients
• Have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
• Demonstrate 1 year experience in working with clients and achieving sales results
• Prior banking experience in a similar capacity 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, our social, points-based recognition program