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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing personalized financial solutions and managing client relationships within the banking sector. Proficient in financial advice, regulatory compliance, and leveraging digital banking tools to enhance client experiences.
Highest-signal resume keywords
Financial AdviceClient Relationship ManagementMutual Funds LicenseCFSA CertificationDigital Banking Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ProductsGoal PlanningRegulatory RequirementsOutbound CallsSales Results
Soft Skills
Client ServiceCustomer Experience (CX)Group Problem Solving
Tools & Technologies
Mobile Banking Applications
Certifications & Qualifications
Mutual Funds LicenseCFSA CertificationCIRO-MFD Licensing Eligibility
Industry Keywords
Personal BankingBusiness BankingRetail BankingFinancial SolutionsNetworking
About the role
Key responsibilities & impact- Work as part of the Personal and Business Banking team in a fast-paced Banking Centre
- Understand personal and small business clients’ needs and recommend personalized financial solutions
- Manage a portfolio of mortgage clients individually or as part of a team, focusing on deepening client relationships
- Meet with clients to understand priorities and provide financial plans
- Address clients’ investment, financial, and credit needs through retail banking solutions or referrals
- Conduct marketing and outreach activities
- Grow networks and deepen existing client relationships
- Network with clients’ families and friends to identify opportunities and refer to partners
- Make outbound calls to existing and prospective clients to identify growth and revenue opportunities
- Participate in community and banking centre events
- Introduce clients to mobile banking applications and support their digital banking needs
- Work on-site full-time
Requirements
What you’ll need- 2–3 years’ experience providing financial advice to clients and achieving sales results through advice-based conversations
- Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
- Must meet eligibility requirements for CIRO-MFD licensing
- Current accreditation and good standing in CFSA (Certificate of Financial Services Advice) is an asset
- Legally eligible to work at the specified location(s); valid work or study permit where applicable
- Skills: Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: a paid day off dedicated to growth and development
- Accessible candidate experience and accommodation support