Financial Services Representative (Contract)
On-site · Brighton, Ontario, Canada
Job Summary
As a Financial Services Representative, you’ll work in a fast-paced Banking Centre to build meaningful relationships with clients, understand their personal and business goals, and recommend appropriate products and solutions to support their financial success. You’ll engage clients with a forward-looking financial plan using cash management, credit, investments, and wealth protection knowledge, while actively expanding your network and guiding clients to digital banking tools. The role requires on-site, full-time availability at multiple banking centres within a reasonable travel distance, and holding current accreditation with Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). The position emphasizes client service, relationship building, and sales results, with an emphasis on delivering exceptional experiences aligned with company values. The role may include evenings and weekends and involves working in a team-oriented environment to serve clients across locations.
Required Qualifications
- 1 year experience in working with clients and achieving sales results
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
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