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Financial Services Representative

2 months ago

Pitt Meadows, British Columbia, Canada Coast Capital Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Coast Capital Savings. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our range of financial products and services.

Key Responsibilities
  • Provide personalized financial advice and guidance to customers, helping them to achieve their financial goals.
  • Develop and maintain strong relationships with customers, understanding their financial needs and preferences.
  • Work collaboratively with colleagues to ensure seamless delivery of customer service and sales initiatives.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  • Meet or exceed sales and referral targets, driving business growth and revenue.
Requirements
  • Minimum 3 years of experience in a financial services role, preferably in a bank or credit union.
  • Post-secondary education in finance, business administration, or a related field.
  • Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course) is an absolute requirement.
  • Strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • High level of digital literacy, with proficiency in a range of software applications and technology platforms.
What We Offer
  • A competitive salary and benefits package, including comprehensive health and dental coverage.
  • A comprehensive training program, designed to support your professional development and career growth.
  • A dynamic and supportive work environment, with opportunities for collaboration and teamwork.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a workplace culture that values and respects all employees.
  • A range of employee recognition and reward programs, celebrating individual and team achievements.