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Текст:
Hirify AI/Оригинал
TL;DR
Financial Services Representative - Amos (Banking): Building client relationships and recommending tailored banking products and solutions with an accent on financial planning, credit, investments, and wealth protection. Focus on advising personal and business clients, expanding relationships through outreach, and helping clients use digital banking technology.
Location: Amos, Quebec, Canada; on-site full-time. Flexibility to work at multiple banking centres within a reasonable travel distance and during hours that may include evenings and weekends.
Company
hirify.global is a relationship-oriented bank providing personal and business banking services and digital banking solutions.
What you will do
Meet with personal and business clients to understand their goals and priorities.
Provide tailored advice and recommend solutions across cash management, credit, investments, and wealth protection.
Develop financial plans and connect clients with the right people and opportunities.
Build and deepen client relationships through marketing, outreach, and networking.
Introduce clients to mobile banking applications and support their digital banking needs.
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-first mindset, goal orientation, critical thinking, attention to detail, and strong relationship-building skills.
Passion for learning, personal development, and delivering meaningful client service.
Legal eligibility to work at the specified location; a valid work or study permit may be required where applicable.
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, and a defined benefit pension plan, subject to plan terms.
Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
Opportunities for growth and development, including a paid Purpose Day.
Inclusive and accessible workplace with accommodation support available.
Hiring process
The process may include an attribute-based assessment and other skills tests, such as simulation or French proficiency testing.
Artificial intelligence tools may be used during recruitment.
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