обновлено 1 день назад
Financial Services Representative II (Polish Speaking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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