Financial Services Representative - Universal Banker

About the role

As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives. As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

What you'll do

• Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
• Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals
• Engage in marketing and outreach activities to show clients you value them and their communities
• Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities
• Become a technology expert and introduce clients to our mobile banking applications, helping them to better manage their banking needs

Requirements

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
• 1 year experience in working with clients and achieving sales results
• Flexible to work banking centre hours which may include evenings and weekends
• Flexible to work at multiple banking centres within a reasonable travel distance
• On-site full-time work

Preferred qualifications

• Prior banking experience in a similar capacity

Who you are

• You put our clients first and engage with purpose to find the right solutions
• You're goal oriented and motivated by accomplishing your goals
• You know that details matter and your critical thinking skills help inform your decision making
• You're passionate about people and build trust through respect and authenticity
• You love to learn and are passionate about growing your knowledge
• You bring your real self to work and live our values of trust, teamwork, and accountability

Benefits

• Competitive salary and incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers social, points-based recognition program
• Purpose Day: a paid day off dedicated for your growth and development