обновлено 3 дня назад
Financial Services Representative (Farsi Speaking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Farsi Speaking) (Banking/Client Service): Supporting personal and business banking clients in an onsite Toronto banking centre with an accent on relationship building, tailored financial guidance, and product recommendations. Focus on assessing client goals, advising on cash management, credit, investments and wealth protection, and introducing digital banking tools.
Location: On-site full-time at the Toronto-Leslie and Finch banking centre in Toronto, Canada; flexibility to work at multiple nearby banking centres and during evenings or weekends may be required.
Company
is a relationship-oriented bank providing personal and business banking services, financial products, and digital banking solutions.
What you will do
- Meet with personal and business banking clients to understand their goals, priorities, and financial needs.
- Provide tailored guidance and recommend solutions involving cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through outreach, marketing activities, and referrals to appropriate specialists.
- Introduce clients to mobile banking applications and help them manage their banking needs digitally.
- Work collaboratively to deliver a strong client experience and achieve sales results.
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.
- Farsi-speaking capability is required for the role.
- Client-first approach, goal orientation, critical thinking, attention to detail, and relationship-building skills.
- Legal eligibility to work at the specified location in Canada; a valid work or study permit is required where applicable.
- Availability for banking centre hours, which may include evenings and weekends, and reasonable travel between banking centres.
Nice to have
- Prior banking experience in a similar capacity.
Culture & Benefits
- Competitive salary, incentive pay, banking benefits, and an employee benefits program.
- Defined benefit pension plan and employee share purchase plan.
- Vacation offering, wellbeing support, and a social recognition program.
- Professional growth and development opportunities, including a paid Purpose Day.
- Inclusive and accessible candidate and workplace environment.
Hiring process
- The process may include an attribute-based assessment and skills testing.
- Artificial intelligence tools may be used during recruitment.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
10 дней назад
Client Executive, Fintech
81 000 - 111 500$
4 дня назад
Estate Planning Assistant (12 month contract)
4 дня назад
Mobile Mortgage Advisor (Kitchener/Waterloo) 100% Commission
9 дней назад
Mobile Mortgage Specialist - Calgary (Fintech)
9 дней назад
Business Development Representative (Fintech)
56 832 - 85 248CAD
9 дней назад
Advanced Case Manager - Insurance Sales - Mandarin (Insurance)
85 000 - 128 000CAD