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Financial Services Professional
2 months ago
About the Role
What Your Role Will Be...
As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their journey.
Key Responsibilities:
- Take a proactive approach to discovering customer needs and providing relevant insights and expert advice.
- Build strong, long-standing relationships with customers and develop comprehensive plans to help them achieve their goals.
- Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience.
What You Need to Succeed:
- The appetite and drive to build strong customer relationships and deliver excellent customer service.
- The proven ability to meet and exceed sales targets in a fast-paced environment that aligns with a customer's stated goals.
- Mutual Funds licence and working towards the CIFP Diploma.
What We're Offering:
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- A competitive compensation and benefits package.
- An organization committed to making a difference in our communities – for you and our customers.
- Clear, transparent criteria to progress in your career.
- The ability to grow your expertise and build deeper relationships from the same chair.