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Job Description & How to Apply Below
Join our dynamic team as a Financial Services Representative specializing in investment accounts. This full-time position offers growth in customer service and finance.
You will play a crucial role in managing GICs, RSPs, and RRIFs while ensuring a seamless customer experience. Attention to detail and organizational skills are key as you navigate compliance matters and daily transactions effectively.
Key Responsibilities:
• Prepare and process all types of investment accounts
• Handle estate transactions and commission processing
• Apply AML and ATF compliance measures
• Balance cash drawer efficiently each day
• Build and maintain strong relationships with Deposit Agents
Requirements:
• At least 2 years in banking or credit unions
• Knowledge or interest in GICs, RSPs, and RRIFs
• Strong communication skills, both written and verbal
Utilize your financial expertise to support our customers in optimizing their investment strategies.
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