Financial Services Representative II
$31,200–$31,200 year
On-sitePenticton, British Columbia, Canada or Grand Forks, 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, and wealth protection. Foster key relationships by engaging in marketing and outreach activities to deepen existing connections and ensure clients are linked to the right opportunities. Become a technology expert by introducing clients to mobile banking applications and helping them better manage their banking needs. Work full-time on-site within a fast-paced Banking Centre, with flexibility to cover evenings, weekends, and multiple locations within a reasonable travel 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.