Financial Service Representative
On-siteVancouver, British Columbia, Canada or Burnaby, British Columbia, Canada
Job Summary
Meet with clients to understand their personal and business priorities, advise them on solutions, and provide forward-looking financial plans using expertise in cash management, credit, investment, and wealth protection. Engage in marketing and outreach activities to deepen relationships and connect clients to appropriate opportunities while leveraging technology by introducing mobile banking applications. Work in a fast-paced banking centre during flexible hours that may include evenings and weekends, traveling between multiple locations within a reasonable distance. Maintain current accreditation and good standing with a Mutual Funds License.
Required Qualifications
- You are a certified professional
- You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- You can demonstrate 1 year experience in working with clients and achieving sales results
- You need to be legally eligible to work at the location(s) specified above
- You must have a valid work or study permit
- You need to reside in BC lower mainland
- You need to be on-site full-time
- You're flexible to work our banking centre hours which may include evenings and weekends
- You're flexible to work at multiple banking centres within a reasonable travel distance
- Client Service
- Customer Experience (CX)
- Digital Literacy
- Financial Products
- Goal Planning
- Group Problem Solving
- Outbound Calls
- Regulatory Requirements
- Results-Oriented
Desired Qualifications
- It's an asset if you have prior banking experience in a similar capacity
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