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5 дней назад

Financial Service Associate, Imperial Service

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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 Service Associate, Imperial Service (Banking and Financial Services): Supporting Financial Advisors with client outreach, sales, administrative activities, and financial product guidance with an accent on relationship building, client engagement, and personalized financial solutions. Focus on helping high-value clients meet financial goals, resolving client issues, and coordinating service across multiple banking centres.

Location: On-site full-time in Leduc, Alberta, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends.

Company

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

What you will do

  • Support Financial Advisors in serving high-value clients and helping them secure their financial futures.
  • Conduct client outreach, marketing, sales, and administrative activities to build and deepen relationships.
  • Use knowledge of cash management, credit, investment, and wealth protection to answer questions and recommend suitable products and solutions.
  • Prepare client files, book appointments, maintain schedules, and improve team productivity.
  • Listen to client needs, resolve issues, and collaborate with colleagues to identify solutions and business opportunities.

Requirements

  • At least 1 year of experience working with clients and achieving sales results.
  • Goal-oriented approach and motivation to accomplish sales goals.
  • Strong client-first approach, relationship-building ability, respect, authenticity, and communication skills.
  • Ability to work collaboratively and contribute to collective success.
  • Curiosity and willingness to grow financial and product knowledge.
  • High standards, genuine care in client relationships, and alignment with the employer’s values.
  • Legally eligible to work at the specified location; a valid work or study permit may be required.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Inclusive and accessible work environment with accommodation available during the candidate experience.
  • Competitive compensation, banking benefits, wellbeing support, and employee and family assistance programs.
  • MomentMakers social, points-based employee recognition program.
  • Access to workspaces and technology designed to support collaboration and innovative client solutions.
  • Temporary fixed-term position ending October 29, 2027, with 37.5 weekly hours.

Hiring process

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

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