Key skills
Sales
About this role
Role Overview
- Meet with clients to understand personal and business priorities and provide tailored financial services
- Engage in marketing and outreach activities to show clients value and build relationships
- Leverage technology and introduce clients to mobile banking applications
Requirements
- 1 year experience in working with clients and achieving sales results
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Ability to work flexible hours including evenings and weekends
- Must be able to travel to multiple banking centres within a reasonable distance
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program