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2 дня назад

Financial Services Representative II (Cantonese/Mandarin)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
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 (Cantonese/Mandarin) (Personal and Business Banking): Building client relationships in a full-time banking centre role by assessing financial goals, recommending banking solutions, and supporting mobile banking adoption with an accent on client engagement, financial products, and relationship management. Focus on developing tailored financial plans, growing client networks, and delivering service across multiple onsite banking centres.

Location: On-site full-time at Vancouver-Victoria Dr & 41St, Vancouver, BC; flexibility to work at multiple banking centres within a reasonable travel distance is required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking services, financial products, and digital banking solutions.

What you will do

  • Meet with clients to understand their personal and business priorities, goals, and financial needs.
  • Recommend tailored solutions across cash management, credit, investments, and wealth protection.
  • Build and deepen client relationships through outreach, marketing activities, and network development.
  • Connect clients with the appropriate internal specialists and opportunities.
  • Introduce clients to mobile banking applications and help them manage their banking needs digitally.
  • Work banking centre hours, which may include evenings and weekends.

Requirements

  • 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.
  • Required Cantonese and Mandarin language capabilities as indicated by the role title.
  • Client-focused, goal-oriented, detail-conscious, and capable of critical thinking and collaborative problem-solving.
  • Legal eligibility to work at the specified Canadian location is required; a valid work or study permit may be required.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to applicable terms.
  • Vacation offering, wellbeing support, and a points-based employee recognition program.
  • Learning and development opportunities, including a paid Purpose Day for personal growth and development.
  • Inclusive and accessible workplace and candidate experience.

Hiring process

  • Applicants may complete an attribute-based assessment and other skills tests.
  • Artificial intelligence tools may be used during recruitment.

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