Financial Accountant managing Income Statement and Balance Sheet at SafetyCulture. Involved in process improvement projects and supporting business growth decisions.
About the role
- Financial Services Representative engaging clients in a fast-paced Banking Centre. Providing tailored financial solutions while building meaningful relationships with clients.
Responsibilities
- Work in a fast-paced Banking Centre to make a meaningful difference in clients’ lives
- Foster key relationships with clients and understand their financial and personal goals
- Provide informative and tailored service, and recommend products and solutions
- Engage in marketing and outreach activities
- Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience in working with clients and achieving sales results
- Prior banking experience in a similar capacity is an asset
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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