Financial Services Professional

2 weeks ago


Three Hills, Canada CB Canada Full time
Job Title: Financial Services Professional

CB Canada is seeking a highly motivated and experienced Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional customer service and financial guidance to our clients.

Key Responsibilities:
  • Identify and pursue business opportunities to match clients with suitable financial products and services.
  • Achieve and surpass sales targets and referral objectives.
  • Participate in and support business development strategies through corporate/branch marketing initiatives.
  • Demonstrate exceptional communication skills and engage clients in conversations to uncover their immediate financial needs.
  • Expand your understanding of CB Canada's current financial services and products.
  • Promote referrals to CB Canada's Wealth Management, Business Banking teams, and 3rd party providers.
  • Develop a thorough knowledge of the local market, competitor offerings, and economic trends.
  • Comply with all audits, policies, procedures, and regulatory requirements to mitigate fraud or loss risks.
  • Deliver exceptional client experiences by following CB Canada's best practices.
  • Contribute to CB Canada's culture of teamwork, positivity, and collaboration.
  • Maintain CB Canada's positive reputation in the community.
Requirements:
  • Minimum of 2-5 years of retail banking or relevant financial industry experience, preferably in sales or customer service.
  • High school diploma.
  • Post-secondary education in Finance (or related fields) is beneficial.
  • Investment Funds in Canada Course & License (IFIC), Personal Financial Service Advice (PFSA), and Financial Planning I (FP1) certifications are beneficial.
Benefits:
  • Competitive salary and benefits package.
  • Flexible and practical benefits.
  • Group RSP programs available after 3 months.
  • 3-week vacation and vacation purchase program.
  • Flexible group benefit plan.
  • Flexible health and/or wellness spending account.
  • Employee/family assistance program.
  • Profit Share.


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