Financial Services Representative

Role overview

What you’ll do

• Meet clients, understand priorities, advise on solutions, and provide forward-looking financial plans.
• Use cash management, credit, investment, and wealth-protection knowledge to help clients meet goals.
• Conduct marketing and outreach; grow networks and deepen existing relationships.
• Connect clients with the right colleagues and opportunities.
• Introduce clients to mobile banking applications and support their digital banking needs.

What you need

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• At least one year of experience working with clients and achieving sales results.
• Prior banking experience in a similar capacity is an asset.
• Flexible to work banking centre hours, which may include evenings and weekends, and at multiple nearby centres.
• Must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Skills

• Client service, customer experience, digital literacy, financial products, and goal planning.
• Cash management, credit, investment and wealth protection knowledge, and outbound calls.
• Critical thinking, attention to detail, relationship building, and results orientation.

Workplace and schedule

• The role is explicitly described as on-site full-time.
• Banking centre hours total 37.5 weekly hours and may include evenings and weekends.
• Work across multiple banking centres within a reasonable travel distance may be required.

Benefits

• Competitive salary and incentive pay, banking benefits, a benefits program, and defined benefit pension plan, subject to plan terms.
• Employee share purchase plan, vacation, wellbeing support, and employee recognition program.