Financial Services Representative - Val d'Or
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Val-d'Or, Quebec, Canada; full-time on-site work required. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance is expected.
Company
is a relationship-oriented bank providing personal and business banking services, financial products, and digital banking solutions.
What you will do
- Meet with personal and business clients to understand their priorities, goals, and financial needs.
- Recommend tailored solutions involving cash management, credit, investments, and wealth protection.
- Provide forward-looking financial planning and an informative, client-focused service experience.
- Build and deepen client relationships through networking, marketing, and outreach activities.
- Connect clients with appropriate internal partners 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-first approach, goal orientation, critical thinking, attention to detail, and relationship-building skills.
- Ability to work banking centre hours, including evenings and weekends, and travel to multiple nearby banking centres.
- Legally eligible 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, subject to applicable terms.
- Employee share purchase plan, vacation offering, and wellbeing support.
- Paid Purpose Day dedicated to personal growth and development.
- Inclusive workplace with accessible candidate support and personalized employee recognition.
Hiring process
- Applicants may complete an attribute-based assessment and skills tests, including a possible French proficiency assessment.
- Artificial intelligence tools may be used during recruitment.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β