Financial Services Representative (Scarborough)

What You’ll Be Doing

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

How You’ll Succeed

Client Engagement

• 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...