Financial Services Associate

Partner with Financial Advisors to help clients secure their futures and set up businesses.,Provide administrative and client support to seek business growth opportunities.,Create strong working relationships and make a difference in clients' financial success.,Leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions.,Actively listen, ask questions, and take accountability for client issues, escalating when necessary.,Prepare client files, book appointments, and maintain schedules.,Improve team productivity and proactively uncover business opportunities.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.

Client-focused with a purpose to find the right solutions.,Cares about people and respects different perspectives, learns from others.,Passionate about building relationships and connecting with diverse partners.,Motivated by collective success and teamwork.,Passionate about continuous learning and growing knowledge.,Embodies values of trust, teamwork, and accountability.,Legally eligible to work at the specified location(s) and possess a valid work/study permit if applicable.

Flexible to work banking centre hours, which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.,Must be legally eligible to work at the location(s) specified.,May be asked to complete an attribute-based assessment and other skills tests (e.g., simulation, coding, French proficiency).