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7 часов назад

Financial Services Representative (Banking)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Services Representative (Banking): Building and strengthening personal and business client relationships in a banking centre with an accent on tailored financial advice, product recommendations, and digital banking adoption. Focus on planning client solutions, growing local networks, and supporting cash management, credit, investment, and wealth protection needs.

Location: Sept-Iles, Quebec, Canada; full-time onsite at the Sept-Iles-Brochu & Napoleon banking centre. Flexibility to work evenings, weekends, and at multiple nearby banking centres may be required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking products and services.

What you will do

  • Meet with personal and business clients to understand their priorities, goals, and financial needs.
  • Provide tailored advice and recommend products and solutions across cash management, credit, investments, and wealth protection.
  • Develop forward-looking financial plans that support client success.
  • Build relationships through marketing, outreach, networking, and community engagement.
  • Introduce clients to mobile banking applications and help them manage their banking needs digitally.
  • Coordinate with colleagues to connect clients with the right people and opportunities.

Requirements

  • Current accreditation and good standing with a Mutual Funds License, through the Canadian Securities Course or Investment Funds In Canada.
  • At least one year of experience working with clients and achieving sales results.
  • Client-first approach, goal orientation, critical thinking, attention to detail, and relationship-building skills.
  • Ability to work the banking centre schedule, including evenings and weekends when required.
  • Legally eligible to work in Canada at the specified location; a valid work or study permit may be required where applicable.
  • Willingness to complete attribute-based assessments, skills tests, and potentially a French proficiency assessment.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to plan terms.
  • Vacation offering, wellbeing support, and a points-based employee recognition program.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible workplace with accommodation support available during the hiring process.

Hiring process

  • Applications are reviewed for actively recruiting roles.
  • Assessments and skills tests may include simulations and French proficiency testing.
  • Artificial intelligence tools may be used during recruitment.

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