обновлено 1 день назад
Financial Services Representative II - Portuguese
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Financial Services Representative II - Portuguese (Financial Services): Building client relationships and delivering tailored banking solutions in a full-time on-site banking centre role with an accent on financial planning, client engagement, and Portuguese-language service. Focus on advising clients across cash management, credit, investments, and wealth protection, while expanding relationships and supporting digital banking adoption.
Location: On-site full-time in Toronto-Dundas and Ossington, Toronto, Canada; flexibility to work at multiple banking centres within a reasonable travel distance.
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 recommend tailored financial solutions.
- Provide forward-looking financial planning using knowledge of cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through marketing, outreach, networking, and community engagement.
- Connect clients with the right internal specialists and opportunities.
- Introduce clients to mobile banking applications and support their digital banking needs.
- Work banking centre hours, including possible evenings and weekends.
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.
- Portuguese-language capability required for the role.
- Client-first approach, goal orientation, critical thinking, relationship-building skills, and attention to detail.
- Legal eligibility to work in Canada is required; a valid work or study permit may be required where applicable.
- Flexibility to work on-site across multiple banking centres within a reasonable travel distance.
Nice to have
- Prior banking experience in a similar capacity.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan.
- Employee share purchase plan and vacation offering.
- Wellbeing support and a points-based employee recognition program.
- Paid Purpose Day dedicated to personal growth and development.
- Inclusive and accessible work environment focused on trust, teamwork, and accountability.
Hiring process
- Applicants may complete an attribute-based assessment and other skills tests.
- Artificial intelligence tools may be used during recruitment.
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