Senior Financial Service Representative
2 months ago
Job Summary:
CB Canada is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in developing long-term relationships with clients, building trust, and delivering customized financial solutions that meet their unique needs.
Key Responsibilities:
- Identify opportunities to match clients with the right financial products and services.
- Meet and exceed sales targets and referral goals.
- Participate in business development plans through corporate/branch marketing campaigns.
- Develop a comprehensive knowledge of CB Canada's current financial services and products.
- Promote referrals to CB Canada's Wealth Management, Business Banking teams, and third-party providers.
- Build a strong understanding of the local market, competitive offers, and economic trends.
- Adhere to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss.
- Provide outstanding client experience by adhering to CB Canada's best practices.
- Contribute to CB Canada's culture of teamwork, positivity, and collaboration.
To qualify, you will need at least 2-5 years of retail banking or related financial industry experience, preferably in sales or customer service, and a high school diploma.
While not required, post-secondary education in finance or related studies, investment funds in Canada course and license, and personal financial service advice are valuable assets.
CB Canada encourages candidates with a strong desire to learn and improve their financial intelligence and provides extensive training, coaching, and educational development assistance.
Most importantly, CB Canada seeks candidates with enthusiastic energy and impeccable communication skills who are effortless in building rapport with clients.
Benefits include immediate financial service benefits, group RSP programs, 3-week vacation, flexible group benefit plan, flexible health and/or wellness spending account, employee/family assistance program, and profit share.
CB Canada is building a culture where diversity, equity, inclusion, and belonging are at the center of why we work and how we work.
Company Overview:
CB Canada is a leading financial services company that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary, and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
About Robert Half:
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary, and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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