обновлено 6 дней назад
Financial Services Representative II (Banking)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative II (Banking): Building client relationships and recommending tailored banking, investment, credit, and wealth-protection solutions with an accent on financial planning, client engagement, and digital banking adoption. Focus on advising personal and business clients, developing networks, and delivering results across banking centres.
Location: Woodstock, Ontario, Canada; full-time on-site work at a banking centre
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Meet with personal and business clients to understand their goals and priorities.
- Recommend tailored solutions across cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through outreach, marketing, and networking.
- Connect clients with relevant banking specialists, products, and opportunities.
- Introduce clients to mobile banking applications and support their digital banking needs.
- Work across multiple banking centres within a reasonable travel distance and support banking centre hours, including evenings and weekends.
Requirements
- Current Mutual Funds License accreditation in good standing through the Canadian Securities Course or Investment Funds In Canada.
- At least one year of experience working with clients and achieving sales results.
- Client service, financial product, goal-planning, and relationship-building skills.
- Critical thinking, attention to detail, digital literacy, and results orientation.
- Legal eligibility to work at the specified location; a valid work or study permit may be required.
- Flexibility to work on-site, including evenings and weekends, and to travel between nearby banking centres.
Nice to have
- Prior banking experience in a similar capacity.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, an employee benefits program, and a defined benefit pension plan.
- Employee share purchase plan and vacation offering.
- Wellbeing support and a points-based employee recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive, accessible workplace with accommodation support available during the hiring process.
Hiring process
- The process may include an attribute-based assessment and skills tests, including French proficiency testing where applicable.
- Artificial intelligence tools may be used during recruitment.
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