As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
Job Summary
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
We aspire to give you a career, rather than just a paycheck.
Matching Summary
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Skills & Requirements
Must-have
Relationship management
Client portfolio growth
Financial services support
Needs-based approach
On-site full-time work
Nice-to-have
Relationship-oriented bank
Empowered work environment
Community brand awareness
Diverse network of partners
Key Requirements
1-3 years experience
CIRO-ID/MFD certification
Canadian Securities Course (CSC) or Investment Funds in Canada (MFDA) within past 3 years
Conduct and Practices Handbook Course (CPH)
Wealth Management Essentials Course (WME)
Personal Financial Planner (PFP) within 24 months of hire