Closing: Dec 24, 2025

Identifying opportunities to match members with the right products and solutions that help shape their financial fitness. Meeting and exceeding sales targets and referral goals. Participating and assisting in business development plans through corporate/branch marketing campaigns. Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs. Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.). Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party party providers.

Requirements:

• Post-secondary education in Finance (or related studies)
• Investment Funds in Canada Course & License
• Personal Financial Service Advice
• Financial Planning I

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