Financial Services Representative

2 days ago

Surrey, British Columbia, Canada G&F Financial Group Full time

About G&F Financial Group

G&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and driving business growth.

Key Responsibilities:

  • Build and maintain strong relationships with members, identifying their financial needs and providing personalized solutions.
  • Process general banking transactions, deposits, investments, and lending needs, ensuring accurate and timely completion.
  • Proactively connect with members to identify opportunities for additional business and strengthen their banking relationships with G&F Financial Group.
  • Collaborate with branches and other departments to ensure a superior member experience and increase business across the organization.
  • Represent G&F Financial Group as a positive community partner, building and maintaining a professional network within the branch and local community.

Requirements:

  • Minimum 2 years' experience in a sales and service-oriented role.
  • Excellent customer service and strong relationship building abilities.
  • Entrepreneurial and collaborative spirit.
  • Self-initiative in driving career and personal development.
  • Degree or diploma in Business or Finance is preferred; general understanding of retail banking principles is an asset.

What We Offer:

  • Competitive base salary, reviewed annually.
  • An incentive bonus plan.
  • Extended health care, dental coverage, and disability coverage.
  • Favorable vacation benefits - paid time off to recharge.
  • RRSP with Employer contributions, and the option to contribute yourself.
  • Special banking perks - including mortgage and lending products.

Our Values:

  • Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
  • Own It: You are ready to take charge, drive change, and deliver outstanding results.
  • Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
  • Driven by Curiosity: You are eager to explore, learn, and shape the future.

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