Inclusion Meet & Greet Career Event - Lethbridge and Area

Foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions.,Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan using knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to show clients value, grow networks, deepen relationships, and ensure clients are connected to relevant opportunities.,Become proficient in technology, introducing clients to mobile banking applications.,Flexible to work banking centre hours, including evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.

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 willing to travel to multiple banking centres within a reasonable distance.,Requires legal eligibility to work at the specified location(s).,Event focused on talent historically under-represented in financial services (women, Indigenous peoples, persons with disabilities, people of color including members of the Black community and the LGBTQ+ community).