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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 Kipling Park Branch for a 12-14 month term. Being a Financial Consultant means that you will build full-service banking relationships with our members, which includes deposit, investment and mortgage, consumer, agricultural and commercial 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 Kipling 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
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