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Financial Services Representative II (Polish Speaking)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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 II (Polish Speaking) (Banking/Financial Services): Building client relationships and delivering tailored banking, investment, lending, and financial planning solutions with an accent on client engagement, sales results, and Polish-language service. Focus on understanding personal and business goals, recommending suitable financial products, and introducing clients to digital banking tools.

Location: Toronto-Bloor & Runnymede, Toronto, ON, Canada; on-site full-time

Company

hirify.global is a relationship-oriented bank providing personal and business banking, financial services, lending, investment, and wealth protection solutions.

What you will do

  • Meet with clients to understand their personal and business priorities, financial goals, and service needs.
  • Recommend tailored solutions across cash management, credit, investments, lending, and wealth protection.
  • Build and deepen client relationships through outreach, marketing activities, and community engagement.
  • Connect clients with relevant banking specialists, products, and opportunities.
  • Introduce clients to mobile banking applications and help them manage their banking needs digitally.
  • Work flexible banking centre hours, including evenings and weekends, and support multiple nearby banking centres when required.

Requirements

  • Must be legally eligible to work in Canada and hold a valid work or study permit where applicable.
  • Polish-speaking communication skills are required.
  • 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-focused, goal-oriented, detail-oriented, and able to apply critical thinking.
  • Willingness to work on-site full-time at the specified banking centre.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
  • Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
  • Professional growth and development opportunities, including a paid Purpose Day.
  • Inclusive and accessible workplace with support for accommodation needs.

Hiring process

  • May include an attribute-based assessment and other skills tests.
  • Recruitment uses artificial intelligence tools as part of the application process.

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