2 дня назад
Financial Services Representative - Asbestos
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative - Asbestos (Financial Services): Advising personal and business banking clients on tailored financial products and solutions with an accent on relationship building, financial planning, and client service. Focus on understanding client goals, recommending cash management, credit, investment, and wealth protection solutions, and helping clients adopt mobile banking technology.
Location: On-site full-time in Val-des-Sources (formerly Asbestos), Quebec, Canada; flexibility to work at multiple nearby banking centres and during evenings or weekends may be required.
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Meet with personal and business banking clients to understand their priorities, goals, and financial needs.
- Provide tailored advice and recommend solutions across cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through outreach, marketing, networking, and collaboration.
- Connect clients with the appropriate banking specialists and opportunities.
- Introduce clients to mobile banking applications and help them manage their banking needs digitally.
Requirements
- Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
- At least one year of experience working with clients and achieving sales results.
- Client service, customer experience, digital literacy, financial products, goal planning, and problem-solving skills.
- Ability to work on-site full-time and travel to multiple banking centres within a reasonable distance.
- Legal eligibility to work in Canada 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
- Competitive salary and incentive pay.
- Banking benefits, an employee benefits program, and a defined benefit pension plan.
- Employee share purchase plan, vacation offering, and wellbeing support.
- Employee recognition through the MomentMakers program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible workplace with technology designed to support collaboration.
Hiring process
- An attribute-based assessment and other skills tests may be required, including a French proficiency assessment where applicable.
- 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 (Banking)
3 дня назад
Financial Services Representative II (Banking)
3 дня назад
Financial Services Associate (Financial Products)
2 дня назад
Financial Services Representative II
2 дня назад
Inclusion Meet & Greet Career Fair: Uxbridge, ON - September 23, 2026
2 дня назад