Imperial Service Company
FinancialServicesAssociate,ImperialService
“Financial Services Associate, Imperial Service at Imperial Service Company. Skills: client engagement, relationship building, problem solving, organizational skills. partner with Financial Advisors to help high value clients secure their futures. support the team with client outreach, sales and administrative activities”
What You'll Achieve.
achieving sales results; meeting their financial goals; growing their network; deepening existing relationships; delivering your best to make a difference; find the right solutions; go the extra mile; make a meaningful impact; create innovative solutions that make a difference for our clients
Industry & Context.
problem solving; put yourself in the client’s shoes; take accountability for client issues; find solutions
flexible to work our banking centre hours which may include evenings and weekends, flexible to work at multiple banking centres within a reasonable travel distance, legally eligible to work at the location(s) specified above, where applicable, must have a valid work or study permit, 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
1 year experience in working with clients and achieving sales results
Nice to Have
prior banking experience in a similar capacity
What You'll Do.
partner with Financial Advisors to help high value clients secure their futures
support the team with client outreach
sales and administrative activities
build relationships with clients
recommend the right products and solutions to meet their financial goals
create working relationships
make a difference in your clients' financial success
answer questions and provide information to clients
help clients meet their financial goals
engage in marketing and outreach activities
support the Advisor team in growing their network and deepening existing relationships
and put yourself in the client’s shoes
take accountability for client issues
maintaining schedules
improving team productivity
uncovering business opportunities
How You'll Work.
Team & Collaboration
partner with Financial Advisors; support the team; help team success; collective success; teamwork; inclusive team; working together
Communication Scope
listen; ask questions
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