Financial Services Representative
2 weeks ago
Job Summary
Job Description
As a key member of our team, you will have the opportunity to work with clients in all areas of the branch and in the community, uncovering their banking needs, providing help and advice, and identifying sales and referral opportunities.
Key Responsibilities:
- Proactively engage with clients to understand their financial needs and provide personalized solutions.
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales.
- Respond to client-initiated contact, assisting them with a full range of financial transactions.
- Actively listen and engage clients in conversation to further understand their individual needs.
- Proactively take ownership of resolving and preventing client banking problems.
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
Requirements:
- Mutual Funds accreditation, or willingness to obtain it.
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients.
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
- Digital literacy across a broad range of devices.
- Bilingualism (English and French) required.
What We Offer:
- A dynamic and collaborative work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
- A chance to make a meaningful impact in the lives of our clients.
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
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