Financial Services Professional
3 weeks ago
Role Overview
">This is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. As a Financial Services Professional, you'll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients.
">About the Job
">You'll listen to clients' needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules.
">Your Team
">The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you'll work with a team of experts specializing in investment, mortgage financing, and other areas.
">Skills and Qualifications
">Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Languages: French Skills Press space or enter keys to toggle section visibility Accountability Brand Ambassadorship Business Development Client Education Client Engagement Client-focused Communication Digital literacy Diversity & Inclusion Driving Results Emotional Intelligence Empathy Funding Humility Initiative
">Benefits
">In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Telemedicine service Virtual sleep clinic
">About Us
">We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates
">What You Can Bring to Our Team
">Come live your ambitions with us, where you can grow and develop your career while making a difference in the lives of others.
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