About The Position

This is an invitation-only Inclusion Meet & Greet Career Night event focused on connecting with talents historically under-represented in financial services. The event aims to provide networking opportunities for candidates interested in roles within the Personal and Business Banking team, specifically as a Financial Services Representative. This role involves fostering key relationships with clients, understanding their financial goals, providing tailored service, and recommending products and solutions to ensure their financial success. The position requires flexibility to work banking centre hours, including evenings and weekends, and potentially at multiple banking centres. The role is on-site full-time.

Requirements

  • Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • 1 year experience in working with clients and achieving sales results.
  • Values matter to you.
  • You bring your real self to work and you live our values - trust, teamwork, and accountability.
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Nice To Haves

  • Prior banking experience in a similar capacity.

Responsibilities

  • Foster key relationships with clients.
  • Understand clients' financial and personal goals.
  • Provide informative and tailored service.
  • Recommend the right products and solutions to help clients achieve financial success.
  • Meet with clients to understand their personal and business priorities.
  • Advise clients on solutions and provide a forward-looking financial plan.
  • Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
  • Engage in marketing and outreach activities to show clients value.
  • Grow your network and deepen existing relationships.
  • Work as one team to ensure clients are connected to the right people and opportunities.
  • Become a technology expert and introduce clients to mobile banking applications.
  • Help clients better manage their banking needs.

Benefits

  • Competitive compensation
  • Banking benefit
  • Wellbeing support
  • Employee and family assistance programs
  • MomentMakers, our social, points-based recognition program.
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