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4 дня назад

Financial Services Representative (Cantonese)

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

Текст:
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TL;DR
Financial Services Representative (Cantonese) (Personal and Business Banking): Building client relationships in a full-time, on-site banking centre by assessing financial goals and recommending tailored banking, credit, investment, and wealth protection solutions with an accent on client engagement, relationship building, and digital banking support. Focus on advising clients across financial products, growing referral networks, introducing mobile banking tools, and delivering service across multiple banking centres.

Location: On-site full-time in Scarborough, ON, with flexibility to work at multiple banking centres within a reasonable travel distance. Banking centre hours may include evenings and weekends.

Employment: Full time, regular, 37.5 hours per week.

Company

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

What you will do

  • Meet with clients to understand their personal and business priorities, financial goals, and needs.
  • Recommend tailored solutions across cash management, credit, investment, and wealth protection.
  • Build and deepen client relationships through marketing, outreach, networking, and referrals.
  • Connect clients with the appropriate people and opportunities across the bank.
  • Introduce clients to mobile banking applications and help them manage their banking needs digitally.

Requirements

  • Client-first approach, strong relationship-building skills, and genuine care for clients and communities.
  • Goal-oriented mindset with the ability to achieve objectives and sales results.
  • Strong attention to detail, critical thinking, and decision-making skills.
  • Passion for learning and ability to build trust through respect and authenticity.
  • Current accreditation and good standing 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.
  • Cantonese language capability is required for this role.
  • Must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
  • Applicants may be asked to complete an attribute-based assessment and other skills tests.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Inclusive environment focused on belonging, accessibility, and diverse abilities.
  • Competitive compensation and banking benefits, subject to program terms and conditions.
  • Wellbeing support, employee and family assistance programs, and MomentMakers recognition program.
  • Modern workspaces and technology designed to support collaboration and innovative client solutions.

Hiring process

  • Recruitment may include an attribute-based assessment and skills tests, such as simulation, coding, or French proficiency testing.
  • Artificial intelligence tools may be used during the recruitment process.
  • Accommodation support is available by contacting Mailbox.careers-carrieres@hirify.global.com.

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