Financial Services Representative II
$31,200–$31,200 year
On-sitePrince George, 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 knowledge of cash management, credit, investment, and wealth protection. Engage in marketing and outreach activities to deepen relationships, grow your network, and connect clients to the right opportunities. Become a technology expert by introducing clients to mobile banking applications to help them better manage their banking needs. Foster key relationships, recommend tailored products and solutions, and work as one team to ensure clients are connected to the right people and opportunities. Work full-time on-site in a fast-paced banking centre, with flexibility to work evenings, weekends, and travel between multiple centres within a reasonable distance.
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
Desired Qualifications
- It's an asset if you have prior banking experience in a similar capacity
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