Financial Services Representative II
$31,200–$31,200 year
On-siteBrampton, Ontario, Canada
Brampton, 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 Mutual Funds License and demonstrate one year of client experience to deliver forward-looking financial plans.
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 and, where applicable, must have a valid work or study permit.
- You need to be on-site full-time.
- You're flexible to work our banking centre hours which may include evenings and weekends.
- You're flexible to work at multiple banking centres within a reasonable travel distance.
Desired Qualifications
- It's an asset if you have prior banking experience in a similar capacity.
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