8 дней назад
Financial Services Representative - Havre St-Pierre (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative - Havre St-Pierre (Financial Services): Building client relationships in a banking centre by assessing personal and business goals, recommending financial products, and supporting mobile banking adoption with an accent on tailored advice, cash management, credit, investments, and wealth protection. Focus on developing client networks, delivering sales results, and solving banking needs through technology-enabled service.
Location: On-site full-time in Havre-Saint-Pierre, Quebec, Canada; flexibility to work at multiple nearby banking centres, including evenings and weekends
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Meet with clients to understand personal and business priorities and recommend suitable financial solutions.
- Provide guidance on cash management, credit, investments, wealth protection, and forward-looking financial planning.
- Build and deepen client relationships through outreach, marketing, 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.
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-first approach, goal orientation, critical thinking, relationship-building, and willingness to learn.
- Legally eligible to work at the specified Canadian location; a valid work or study permit may be required.
- Flexibility to work banking centre hours, including evenings and weekends, and to travel to nearby banking centres.
Nice to have
- Prior banking experience in a similar capacity.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, employee benefits program, defined benefit pension plan, and employee share purchase plan.
- 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 during the hiring process.
Hiring 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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