Job Title

Financial Services Representative '> A career in this role allows you to have a positive impact on our organization through your expertise in portfolio management, client relationship building, and financial solutions. Your main responsibilities will include: Building, growing, and maintaining profitable and lasting relationships by understanding clients unique financial goals. Identifying and anticipating client needs to uncover opportunities that contribute to their financial success. Providing advice and offering appropriate solutions for clients to meet their transactions, investment, personal financing, made-to-measure insurance, and estate planning needs. Analyzing market trends and economic shifts to advise clients on borrowing and investment decisions. Developing personalized strategies and managing lending portfolios effectively for key client accounts. Sharing knowledge of financial products with clients and colleagues, actively participating in team collaboration. In addition to your technical skills, you must possess excellent communication and interpersonal skills, be able to work in a fast-paced environment, and demonstrate a commitment to delivering exceptional client service. You will be working with a team of peers in an agile, proactive, and collaborative manner to seize opportunities, stay on the cutting edge of technology, and continuously improve processes. Within the sector (Personal Banking), you are part of a large team and report to branch manager. Our team stands out for its commitment to delivering personalized financial solutions with empathy and integrity. We aim to offer you maximum flexibility to promote your quality of life. The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times. Required Skills and Qualifications To succeed in this role, you will need: A university certificate and 3 years of experience; or bachelors degree and 2 years of experience in personal banking or financial services. Experience managing personal investments and deposit portfolios. Mutual fund license or certification is a strong asset. Proven ability to build and maintain client relationships. Strong knowledge of financial products and lending solutions. Demonstrated analytical skills and ability to interpret market data. Benefits In addition to competitive compensation, upon hiring youll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These benefits include: Health and wellness program, including many options. Flexible group insurance. Generous pension plan. Employee Share Ownership Plan. Employee and Family Assistance Program. Preferential banking services. Opportunities to get involved in community initiatives. Telemedicine service. Virtual sleep clinic. Were Putting People First Were a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates.