Financial Services Representative II
$31,200–$31,200 year
On-siteLogan Lake, British Columbia, Canada or Kamloops, British Columbia, Canada
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, deepening networks and connecting clients to appropriate opportunities. Become a technology expert by introducing clients to mobile banking applications and helping them manage their banking needs effectively. Work in a fast-paced Banking Centre during flexible hours that may include evenings and weekends, with the ability to travel between multiple banking centres within a reasonable distance.
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
- 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.