Financial Services Representative II
$31,200–$31,200 year
On-siteKelowna, British Columbia, Canada or Westbank, British Columbia, Canada
Job Summary
Foster key relationships with clients by understanding their financial and personal goals, providing tailored service, and recommending products that support their success. Meet with clients to advise on solutions and create forward-looking financial plans using knowledge of cash management, credit, and wealth protection. Engage in marketing and outreach activities to deepen existing relationships and connect clients with appropriate opportunities. Become a technology expert by introducing clients to mobile banking applications and helping them manage their banking needs effectively. Work full-time on-site at banking centres, including evenings and weekends, while traveling between multiple locations as needed.
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
- You need to be able 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.