4 часа назад
Financial Services Representative II (Mandarin/Cantonese)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Financial Services Representative II (Mandarin/Cantonese) (Personal and Business Banking): Building client relationships in an onsite banking centre by assessing personal and business goals, recommending financial products, and supporting digital banking adoption with an accent on tailored advice, sales results, and client experience. Focus on developing financial plans, connecting clients with banking and wealth solutions, and serving clients across multiple banking centres.
Location: On-site full-time at Vancouver-Victoria Dr & 41St in Vancouver, British Columbia, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends.
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Build relationships with personal and business banking clients and understand their financial goals.
- Provide tailored advice and recommend cash management, credit, investment, and wealth protection solutions.
- Develop forward-looking financial plans and connect clients with relevant people and opportunities.
- Conduct marketing and outreach activities, grow the client network, and deepen existing relationships.
- Introduce clients to mobile banking applications and support their digital banking needs.
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.
- Legal eligibility to work in Canada, with a valid work or study permit where applicable.
- Mandarin and Cantonese language capability for the role.
- Client-first mindset, relationship-building skills, critical thinking, goal orientation, and accountability.
- Digital literacy and the ability to explain mobile banking technology to clients.
Nice to have
- Prior banking experience in a similar capacity.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to applicable terms and conditions.
- Vacation offering and wellbeing support.
- Employee recognition through a social, points-based program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible work environment with accommodation support during recruitment.
Hiring process
- May include an attribute-based assessment and other skills tests.
- Artificial intelligence tools may be used during the recruitment process.
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