9 часов назад
Universal Banker, Ste-Julie
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Universal Banker, Ste-Julie (Financial Services): Advising personal and business clients on banking products, financial planning, and digital banking solutions with an accent on relationship building, technology adoption, and client engagement. Focus on understanding financial goals, recommending credit, investment, cash management, and wealth protection solutions, and serving clients on-site across nearby banking centres.
Location: On-site full-time in Sainte-Julie, Quebec, with flexibility to work at multiple nearby banking centres; evening and weekend hours may be required.
Company
is a relationship-oriented bank providing personal and business banking products and digital financial solutions.
What you will do
- Meet with personal and business clients to understand their priorities and recommend suitable financial products and solutions.
- Develop forward-looking financial plans using knowledge of technology, cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through outreach, marketing activities, and community engagement.
- Connect clients with the appropriate internal specialists, products, and opportunities.
- Introduce clients to mobile and online banking applications and help them manage their banking needs digitally.
Requirements
- At least one year of experience working with clients and achieving sales results.
- Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
- Client-first approach, goal orientation, attention to detail, critical thinking, and strong relationship-building skills.
- Commitment to trust, teamwork, accountability, continuous learning, and authentic collaboration.
- Legal eligibility to work at the specified Canadian location; a valid work or study permit may be required.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
- Vacation offering, wellbeing support, and a points-based employee recognition program.
- Paid Purpose Day dedicated to personal growth and development.
- Inclusive and accessible workplace with support for accommodation needs.
Hiring process
- Applicants may complete an attribute-based assessment and other skills tests, including a possible French proficiency assessment.
- Artificial intelligence tools may be used during recruitment.
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