9 часов назад
Financial Services Associate - Boucherville (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Associate - Boucherville (Financial Services): Supporting high-value clients and Financial Advisors with financial products, client administration, and business growth opportunities with an accent on cash management, credit, investments, and wealth protection. Focus on resolving client issues, preparing client files, coordinating appointments, and maintaining schedules across multiple banking centres.
Location: On-site full-time in Boucherville, Quebec, with flexibility to work at multiple banking centres within a reasonable travel distance; banking centre hours may include evenings and weekends.
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Support Financial Advisors serving high-value personal and business banking clients.
- Provide administrative and client support while identifying business growth opportunities.
- Answer client questions about cash management, credit, investments, and wealth protection.
- Help clients work toward their financial goals and resolve client issues.
- Prepare client files, book appointments, and maintain schedules.
Requirements
- Knowledge of cash management, credit, investment, and wealth protection products.
- Strong client engagement, problem-solving, organizational, and analytical skills.
- Ability to build working relationships and collaborate with Financial Advisors and banking teams.
- Legal eligibility to work at the specified location is required; a valid work or study permit may be required where applicable.
- Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits and a benefits program, subject to plan terms.
- Defined benefit pension plan and employee share purchase plan.
- Vacation offering, wellbeing support, and employee recognition through MomentMakers.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible work environment with opportunities for learning and development.
Hiring process
- An attribute-based assessment and other skills tests may be required, including a French proficiency test where applicable.
- Artificial intelligence tools may be used during recruitment.
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