Financial Services Associate

Leverage knowledge of cash management, credit, investment, and wealth protection to assist clients.,Partner with Financial Advisors to help clients achieve financial goals.,Actively listen, ask questions, and take accountability for client issues, escalating when necessary.,Prepare client files, book appointments, and manage schedules.,Improve team productivity and identify business opportunities.,Flexible to work banking centre hours (evenings and weekends).,Flexible to work at multiple banking centres within a reasonable travel distance.,Legally eligible to work at the specified location(s) with a valid work/study permit if applicable.

Client-focused approach with a dedication to finding solutions.,Ability to engage with diverse perspectives and learn from others.,Passion for building relationships and connecting with a diverse network.,Motivated by collective success and values teamwork.,Strong curiosity and passion for continuous learning and knowledge growth.,Embodies values of trust, teamwork, and accountability.

Must be willing to work at multiple banking centres within a reasonable travel distance, Requires legal eligibility to work at specified location(s) and valid work/study permit.