Branch Sales Associate Jobs

Have proven customer service skills through work or community involvement

Have strong technical skills and the ability to promote digital and self-service banking options to our customers

Internal training to support your career growth and enhance your skills

A competitive compensation and benefits package

Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for

Processing day to day transactions

You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What You Need To Know

Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;

Open accounts and manage documentation requirements;

Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents;

CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;

Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.

Ensure all paperwork is completed correctly and in adherence with regulatory requirements;

Clearly demonstrates effective management and supervision of all compliance issues and responsibilities on a daily basis.

Superior written and oral communication skills.

Post-Secondary Education (College or University)

Retail Brokerage Experience with minimum of 2 years Investment Advisor experience or similar experience

Demonstrated experience in dealing with ambiguity and managing multiple operations and servicing activities in a fast paced environment.

Experience in managing multiple priorities and in dealing with challenging and sometimes complex situations to drive success.