Financial Services Representative II

Foster key relationships with clients, understand their financial and personal goals, and provide tailored service.,Recommend appropriate products and solutions for clients' financial success.,Be flexible to work banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance.,Meet with clients to understand priorities, advise on solutions, and provide financial plans using knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to value clients and communities, grow network, and deepen relationships.,Introduce clients to mobile banking applications.,Put clients first and find the right solutions.,Be goal-oriented and motivated to achieve goals.,Possess critical thinking skills and attention to detail.,Be passionate about people and building trust through respect and authenticity.,Have a desire for continuous learning and knowledge growth.,Be legally eligible to work at the specified location(s) and have a valid work or study permit where applicable.

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.

Flexible to work banking centre hours which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.