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10 дней назад

Financial Sevices Representative II (Contract)

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 Sevices Representative II (Contract) (Financial Services): Building client relationships and recommending banking, investment, credit, and wealth protection solutions with an accent on personalized financial guidance, sales results, and digital banking adoption. Focus on understanding client goals, expanding relationship networks, and delivering tailored services across banking centres.

Location: S. Edmonton Banking Centre, Edmonton, AB, Canada; full-time on-site work required, with flexibility to work at multiple banking centres within a reasonable travel distance.

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 clients to understand personal and business priorities, provide tailored advice, and recommend suitable financial products and solutions.
  • Use knowledge of cash management, credit, investments, and wealth protection to support clients’ financial goals.
  • Build and deepen client relationships through marketing, outreach, networking, and collaboration with internal partners.
  • Introduce clients to mobile banking applications and help them manage their banking needs digitally.
  • Work banking centre hours, which may include evenings and weekends, and support clients across multiple nearby banking centres.

Requirements

  • Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
  • At least 1 year of experience working with clients and achieving sales results.
  • Client-focused approach, goal orientation, critical thinking, attention to detail, relationship-building ability, and commitment to continuous learning.
  • Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Temporary fixed-term employment through April 30, 2027, with a 37.5-hour work week.
  • Competitive compensation, banking benefits, wellbeing support, employee and family assistance programs, and the MomentMakers recognition program, subject to program terms and conditions.
  • Inclusive and accessible candidate and workplace environment.
  • Technology-enabled workspaces designed to support collaboration and client-focused solutions.

Hiring process

  • An attribute-based assessment and other skills tests may be required, including simulations, coding, or French proficiency assessments.
  • Artificial intelligence tools may be used during recruitment.

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