Financial Services Associate

4 weeks ago

Toronto, Ontario, Canada Uptown Capital Management Inc. Full time
Position Overview

The role of a Personal Financial Services Associate at Uptown Capital Management Inc. involves providing expert financial guidance to clients, helping them achieve their financial aspirations.

Educational Requirements
  • Completion of College or CEGEP
Work Environment
  • Focus on financial management and services
Key Responsibilities
  • Assist clients in identifying and implementing strategies to meet their financial objectives, including business growth, debt resolution, and investment planning.
  • Facilitate the opening of new personal and commercial accounts, ensuring clients have access to various banking services such as automated banking machines, telephone banking, and online banking.
  • Generate reports on overdue accounts to maintain financial health.
  • Engage in networking to foster business relationships, promote banking products, and attract both corporate and individual clientele.
  • Manage the process of opening and closing personal and business accounts.
Work Conditions
  • Requires a keen attention to detail.
  • Ability to thrive in a fast-paced environment.
  • Capable of meeting tight deadlines.
  • Ability to work effectively under pressure.
Personal Attributes
  • Demonstrates accuracy and client-focused service.
  • Possesses strong interpersonal skills.
  • Exhibits excellent verbal and written communication abilities.
  • Shows flexibility and sound judgment.
  • Highly organized and a team player.
  • Maintains integrity and is a quick learner.
Screening Criteria
  • Must be legally authorized to work in Canada.
Experience Requirements
  • 1 to 2 years of relevant experience preferred.
Benefits
  • Includes a dental plan and health care plan.
  • Parking facilities available.
  • Permanent position with a standard work week of 37.5 hours.
  • Work language: English.

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