1 день назад
Financial Services Representative (Contract)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Contract) (Banking and Financial Products): Building trusted client relationships in a banking centre by assessing personal and business goals, recommending financial products, and supporting digital banking adoption with an accent on tailored advice, sales results, and regulatory awareness. Focus on advising across cash management, credit, investment, and wealth protection, expanding client networks, and delivering service across multiple nearby banking centres.
Location: On-site full-time at Stonewall-356 Main St, Stonewall, Manitoba; flexibility to work at multiple banking centres within a reasonable travel distance and during evenings or weekends may be required.
Company
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 and provide tailored financial guidance.
- Recommend solutions across cash management, credit, investment, and wealth protection.
- Build and deepen client relationships through outreach, marketing, and networking.
- Connect clients with appropriate internal partners and opportunities.
- Introduce clients to mobile banking applications and support their digital banking needs.
Requirements
- Current Mutual Funds License accreditation in good standing, through the Canadian Securities Course or Investment Funds In Canada.
- At least one year of experience working with clients and achieving sales results.
- Client-first approach, goal orientation, critical thinking, attention to detail, and relationship-building skills.
- Legal eligibility to work at the specified Canadian location is required; a valid work or study permit may be required where applicable.
- Ability to work banking centre hours, including possible evenings and weekends.
Nice to have
- Prior banking experience in a similar capacity.
Culture & Benefits
- Inclusive and accessible work environment.
- Competitive compensation and banking benefits, subject to program terms and conditions.
- Wellbeing support and employee and family assistance programs.
- MomentMakers social recognition program.
- Access to collaborative spaces and technology tools.
Hiring process
- Applicants may complete an attribute-based assessment and other skills tests.
- Artificial intelligence tools may be used during recruitment.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
1 день назад
Financial Services Representative II (Banking)
13 часов назад
Financial Services Representative II
1 день назад
Financial Services Associate (Financial Products)
7 часов назад
Inclusion Meet & Greet Career Fair: Uxbridge, ON - September 23, 2026
3 часа назад
Universal Banker I (Financial Services)
9 часов назад