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10 дней назад

Financial Services Representative - Senneterre (Banking)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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TL;DR
Financial Services Representative - Senneterre (Banking): Building client relationships and recommending tailored banking products and solutions with an accent on financial planning, credit, investments, and digital banking. Focus on advising personal and business clients, growing relationships through outreach, and delivering service across an on-site banking centre.

Location: Senneterre, Quebec, Canada; on-site full-time. Flexible availability for banking centre hours, including evenings and weekends, and for work at multiple nearby banking centres.

Company

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

What you will do

  • Meet with personal and business clients to understand their goals and priorities.
  • Recommend tailored solutions across cash management, credit, investments, and wealth protection.
  • Develop forward-looking financial plans and support clients in achieving their goals.
  • Build relationships through marketing, outreach, networking, and referrals.
  • Introduce clients to mobile banking applications and support their digital banking needs.
  • Work collaboratively to connect clients with relevant people and opportunities.

Requirements

  • Current Mutual Funds License accreditation in good standing through the Canadian Securities Course or Investment Funds In Canada.
  • At least 1 year of experience working with clients and achieving sales results.
  • Client-first approach, goal orientation, critical thinking, attention to detail, relationship-building skills, authenticity, and willingness to learn.
  • Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
  • Flexibility to work banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Full-time regular employment with 37.5 weekly hours.
  • Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and recognition programs, subject to plan terms.
  • Professional growth and development opportunities, including a paid Purpose Day.
  • Inclusive and accessible work environment with accommodation available during the candidate experience.

Hiring process

  • The 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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