Financial Services Representative

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast‑paced banking centre to make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions to help their financial success. You’ll be flexible to work a full‑time on‑site schedule that may include evenings and weekends and may travel to multiple banking centres within a reasonable distance.

Responsibilities

• Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan.
• Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Engage in marketing and outreach activities to show clients you value them...