3 дня 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 in a full-service banking centre by understanding financial goals, recommending tailored banking and investment solutions, and introducing mobile banking tools with an accent on client engagement, financial planning, and wealth protection. Focus on advising clients across cash management, credit, investments, and retirement planning while expanding relationships through outreach and collaboration.
Location: On-site full-time in Vancouver, BC, at the 400 Burrard St. Commerce Pl. Main Banking Centre
Company
is a relationship-oriented bank providing personal and business banking, financial services, investment, and wealth protection solutions.
What you will do
- Meet with clients to understand their financial priorities, personal goals, and banking needs.
- Provide tailored advice and recommend solutions across cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through outreach, marketing, and community engagement.
- Collaborate with banking partners to connect clients with the right products, services, and opportunities.
- Introduce clients to mobile banking applications and help them use technology to manage their banking needs.
Requirements
- Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
- Experience or knowledge in banking, financial services, investment funds, investment planning, and wealth protection.
- Strong client engagement, relationship-building, communication, and customer service skills.
- Motivation to achieve goals, learn continuously, and work collaboratively.
- Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.
Culture & Benefits
- Open and approachable workplace with support for integrating work and personal life.
- Competitive salary, incentive pay, banking benefits, health benefits, and a defined benefit pension plan.
- Employee share purchase plan, vacation offering, wellbeing support, and recognition programs.
- Onboarding, product training, ongoing learning opportunities, and individual development planning.
- Inclusive environment with accessible candidate support and opportunities for personal and professional development.
Hiring process
- Applicants may complete an attribute-based assessment and other skills tests, including a French proficiency assessment where applicable.
- Artificial intelligence tools may be used during the recruitment process.
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