Financial Services Representative

As a Financial Services Representative in a fast-paced Banking Centre, you will engage clients to understand personal and business priorities, advise on solutions, and provide a forward-looking financial plan using knowledge of cash management, credit, investments, and wealth protection. You’ll foster relationships, participate in outreach to connect clients with the right products and services, and help clients manage their banking needs through technology such as mobile banking. The role is on-site full-time with potential travel to multiple banking centres within a reasonable distance, and hours may include evenings and weekends. You are a certified professional with current accreditation and good standing in Mutual Funds licensing (Canadian Securities Course or Investment Funds in Canada) and at least 1 year of client experience achieving sales results. Preferred banking experience is a plus. Values include trust, teamwork, and accountability, and you’ll contribute to delivering value for clients and communities while leveraging technology and a client-first mindset.