Financial Service Representative II
$31,200–$31,200 year
On-siteEdmonton, Alberta, Canada
Job Summary
Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan using knowledge of cash management, credit, investment, and wealth protection. Engage in marketing and outreach activities to deepen existing relationships and ensure clients are connected to the right opportunities. Become a technology expert by introducing clients to mobile banking applications and helping them better manage their banking needs. Work in a fast-paced Banking Centre on-site full-time, with flexibility to work evenings, weekends, and travel between multiple centres within a reasonable distance.
Required Qualifications
- You're 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 be able to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)
- 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
Desired Qualifications
- It's an asset if you have prior banking experience in a similar capacity
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