Financial Service Representative
On-site · Toronto, Ontario, Canada
Job Summary
As a Financial Services Representative within the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre to foster client relationships, understand clients’ personal and business goals, provide tailored financial guidance, and recommend products and solutions to help their financial success. You’ll engage clients to discuss cash management, credit, investments, and wealth protection, build networks through outreach, and leverage digital tools to enhance client experiences. The role requires on-site work in Toronto with flexibility for evenings and weekends, and may involve working at multiple banking centres within a reasonable travel distance. You must be legally eligible to work in Canada and hold or pursue required licenses (Mutual Funds License or equivalent) with at least 1 year of client-facing sales experience; prior banking experience is an asset. The posting emphasizes trust, teamwork, accountability, and a culture focused on client outcomes and community impact.
Required Qualifications
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) or equivalent accreditation
- 1 year of experience working with clients and achieving sales results
- current accreditation and good standing in Mutual Funds License or related qualification (asset if banking experience)
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