Financial Services Associate

Client engagement: Leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions and provide information, partnering with Financial Advisors to achieve client financial goals.,Problem solving: Listen, ask questions, empathize with clients, take accountability for client issues, and know when to collaborate for solutions.,Organizational skills: Prepare client files, book appointments, maintain schedules, improve team productivity, and proactively identify business opportunities.

Client-first approach: Engages with purpose to find solutions and goes the extra mile.,Interpersonal skills: Cares about people, respects diverse perspectives, listens, learns from others, passionate about building relationships, connects through respect and authenticity.,Teamwork: Motivated by collective success, values an inclusive team.,Continuous learning: Passionate about growing knowledge, strong sense of curiosity.,Values alignment: Embodies trust, teamwork, and accountability.

Must be 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) and possess a valid work or study permit if applicable.