Financial Services Representative II
$31,200–$31,200 year
On-siteWaterloo, Ontario, Canada
EXPIREDWaterloo, Ontario, CanadaOn-siteFull Time$31,200–$31,200 yearEnterprise
Full TimeEnterprise
Job Summary
Meet with clients to understand their financial and personal goals, provide tailored service, and recommend products that support their success. Foster key relationships through marketing and outreach activities while leveraging technology to guide clients toward mobile banking solutions. Work in a fast-paced Banking Centre during flexible hours that may include evenings and weekends, traveling between multiple locations as needed. Maintain a current Mutual Funds License and one year of client-facing experience to deliver forward-looking financial plans.
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
- You may be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)
Desired Qualifications
- It's an asset if you have prior banking experience in a similar capacity
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