personal financial services associate

4 weeks ago

Toronto, Canada Uptown Capital Management Inc. Full time
  • Education: College/CEGEP
  • Experience: 1 year to less than 2 yearsWork setting
  • Financial management/servicesTasks
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Prepare statements on delinquent accounts
  • Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
  • Open and close personal and commercial accountsWork conditions and physical capabilities
  • Attention to detail
  • Fast-paced environment
  • Tight deadlines
  • Work under pressurePersonal suitability
  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Team player
  • Integrity
  • Quick learnerScreening questions
  • Are you currently legally able to work in Canada?Health benefits
  • Dental plan
  • Health care planOther benefits
  • Parking available
  • Work Term: Permanent
  • Work Language: English
  • Hours: 37.5 hours per week

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