Financial Service Associate (Kingston, Ontario)

Leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions and provide information.

Partner with Financial Advisors to help clients achieve their financial goals.

Actively listen, ask questions, and empathize with clients to resolve issues.

Take accountability for client issues and know when to collaborate for solutions.

Prepare client files, book appointments, and maintain schedules.

Improve team productivity and proactively uncover business opportunities.

Knowledge of cash management, credit, investment, and wealth protection.

Willingness to work banking centre hours (evenings and weekends). Flexibility to work at multiple banking centres within a reasonable travel distance. Must be legally eligible to work in Canada and have a valid work/study permit if applicable. May be required to complete attribute-based assessments and other skills tests (e.g., simulation, coding, French proficiency).