Financial Services Associate
About The Position
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
Requirements
- Client engagement
- Problem solving
- Organizational skills
- Bank Compliance
- Digital Literacy
- Financial Processing
- Financial Products
- Online Banking
- Legally eligible to work at the location(s) specified
- May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)
- Use of artificial intelligence tools during the recruitment process
Nice To Haves
- You put our clients first.
- You engage with purpose to find the right solutions.
- You go the extra mile, because it’s the right thing to do.
- You engage with your heart and mind.
- You care about people and respect different perspectives.
- You listen to and learn from the experiences of others.
- You’re passionate about people.
- You find meaning in relationships, and surround yourself with a diverse network of partners.
- You connect with others through respect and authenticity.
- You're motivated by collective success.
- You know that teamwork can transform a good idea into a great one.
- You know that an inclusive team that enjoys working together can bring a vision to life.
- You love to learn.
- You're passionate about growing your knowledge.
- You have a strong sense of curiosity.
- Values matter to you.
- You bring your real self to work and you live our values - trust, teamwork, and accountability.
Responsibilities
- Partner with Financial Advisors to help high value clients secure their futures and set up their businesses.
- Provide administrative and client support to seek business growth opportunities.
- Create strong working relationships while making a difference in your clients' financial success.
- Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients.
- Partner with your Financial Advisor to help clients meet their financial goals.
- Listen, ask questions, and put yourself in the client’s shoes.
- Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
- Prepare client files, booking appointments, and maintaining schedules.
- Help team success by improving team productivity and proactively uncovering business opportunities.
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
