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If we had to describe the Financial Consultant role in just a couple words, it would be to provide a WOW Experience to our Members. Our vision is Great People Giving Great Service and we are looking for a great person to do just that. We are looking for an enthusiastic and member-focused Financial Consultant for our Emerald Park Branch. Being a Financial Consultant means that you will build full-service banking relationships with our members, which includes deposit, investment and consumer mortgage and lending services with referrals to our commercial and wealth management departments. A key focus for this position is proactive growth; we are looking for someone with a natural ability to network and take advantage of the exciting business opportunities in Emerald Park, White City and surrounding areas.
Expand your Opportunities with an organization that understands the importance of a quality work-life balance, future growth opportunities and a competitive compensation package.
Essential Skills
- Reading text
- Oral communication
- Working with others
- Computer use
- Continuous learning
Specific Skills
- Store, update and retrieve financial data
- Sell travellers cheques and money orders
- Provide information to clients
- Promote financial products and services
- Process banking transactions
- Perform clerical duties such as sort and file deposit slips
- Open and close personal and commercial accounts
- Change foreign currency
- Balance daily transactions
- Perform data entry
Work Setting
- Financial services
- Banking
Security and Safety
- Bondable
- Basic security clearance
- Criminal record check (abstract)
- Credit check
- Confidential security clearance
Business Equipment and Computer Applications
- Windows
- Electronic mail
- Internet browser