Financial Service Representative
On-site · Boucherville, Quebec, Canada
Job Summary
Financial Services Representative in a banking centre responsible for engaging clients, understanding their personal and business goals, and recommending appropriate products and solutions. Requires Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and at least 1 year of client-facing sales experience; banking-style responsibilities include relationship-building, leveraging technology, and supporting clients across multiple centres. On-site full-time role in Boucherville, QC with hours that may include evenings/weekends and travel between banking centres within a reasonable distance. Knowledge of cash management, credit, investments, and wealth protection, plus ability to use mobile banking apps and digital tools, are valued.
Required Qualifications
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience working with clients and achieving sales results
- legally eligible to work at the location specified (Canada)
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