Financial Services Representative - Mascouche
On-site · Mascouche, Quebec, Canada
Job Summary
As a Financial Services Representative in a fast-paced Banking Centre, you’ll engage clients to understand their personal and business priorities, advise on solutions across cash management, credit, investment and wealth protection, and help clients achieve their financial goals. You’ll build relationships, participate in marketing/outreach activities, and introduce clients to mobile banking tools. This on-site, full-time role may require evenings and weekends and involves working at multiple banking centres within a reasonable travel distance. You must be legally eligible to work in Canada and hold current accreditation for a Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
Required Qualifications
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience working with clients and achieving sales results
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