People And Respect Different Perspectives
FinancialServicesAssociate
“Financial Services Associate at People And Respect Different Perspectives. Skills: Client engagement, Problem solving, Organizational skills. Partner with Financial Advisors to help high value clients secure their futures and set up their businesses. Provide administrative and client support to seek business growth opportunities”
What You'll Achieve.
Help high value clients secure their futures; Help high value clients set up their businesses; Seek business growth opportunities; Make a difference in your clients' financial success; Help clients meet their financial goals; Improve team productivity; Proactively uncover business opportunities
Industry & Context.
Act like an owner by taking accountability for client issues; Know when to lean on others to find solutions
Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, On-site full-time, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
Legally eligible to work at the location(s) specified, Valid work or study permit (where applicable)
What You'll Do.
Partner with Financial Advisors to help high value clients secure their futures and set up their businesses
Provide administrative and client support to seek business growth opportunities
Create working relationships while making a difference in your clients' financial success
Answer questions and provide information to clients
Partner with your Financial Advisor to help clients meet their financial goals
Improve team productivity
Proactively uncover business opportunities
How You'll Work.
Team & Collaboration
Partner with Financial Advisors; Help team success; Lean on others to find solutions; Work together to create innovative solutions
Communication Scope
Listen; Ask questions
Applying for this Financial Services Associate role?
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