Financial Service Representative II

Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial plans, leveraging knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships and expand networks.,Introduce clients to mobile banking applications and assist them with managing their banking needs.,Flexibility to work banking centre hours, including evenings and weekends.,Flexibility to work at multiple banking centres within a reasonable travel distance.,Commitment to putting clients first and finding the right solutions.,Goal-oriented with a motivation to achieve goals and make a difference.,Strong attention to detail and critical thinking skills for decision-making.,Passion for people and building diverse relationships based on trust and authenticity.,Eagerness to learn and grow knowledge.

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.,Prior banking experience in a similar capacity is an asset.

Must be flexible to work banking centre hours, including evenings and weekends.,Must be flexible to work at multiple banking centres within a reasonable travel distance.