Financial Services Representative II
$31,200–$31,200 year
On-siteCreston, British Columbia, Canada or Revelstoke, British Columbia, Canada
Job Summary
Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial plans using knowledge of cash management, credit, investment, and wealth protection. Foster key relationships by engaging in marketing and outreach activities to deepen connections and ensure clients are connected to the right opportunities. Become a technology expert by introducing clients to mobile banking applications to help them better manage their banking needs. Work in a fast-paced Banking Centre with flexible hours that may include evenings and weekends, traveling between multiple banking 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
- must have a valid work or study permit
Desired Qualifications
- It's an asset if you have prior banking experience in a similar capacity
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