2 часа назад
Financial Services Representative - Mascouche
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative - Mascouche (Financial Services): Building client relationships and recommending tailored banking, credit, investment, and wealth protection solutions with an accent on personal and business financial goals. Focus on advising clients, expanding relationship networks, and introducing mobile banking technology in an on-site banking centre.
Location: On-site full-time in Mascouche, QC, with flexibility to work at multiple banking centres within a reasonable travel distance.
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Meet with clients to understand their personal and business priorities and recommend suitable financial solutions.
- Provide guidance on cash management, credit, investments, and wealth protection.
- Develop forward-looking financial plans to support clients' goals.
- Build and deepen client relationships through outreach, marketing, and networking.
- Introduce clients to mobile banking applications and support their digital banking needs.
- Work banking centre hours, which may include evenings and weekends.
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.
- Client-focused, goal-oriented, detail-oriented, and strong relationship-building skills.
- Critical thinking, teamwork, accountability, and willingness to continue learning.
- 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, a benefits program, and a defined benefit pension plan, subject to plan terms.
- Employee share purchase plan, vacation offering, and wellbeing support.
- Employee recognition through the MomentMakers program.
- Paid Purpose Day for personal growth and development.
Hiring process
- May include an attribute-based assessment and skills tests, including a French proficiency assessment where applicable.
- Artificial intelligence tools may be used during recruitment.
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