Financial Services Associate

  • 3-5 Year
  • Vancouver
  •   Posted On: September 14, 2018
  •   Skills:  Client engagement, Customer Service Manager, Organisational, Problem Solving

Job Overview

Roles & Responsibilities

What You’ll Be Doing

As a member of the Personal and Business Banking team, you’ll partner with Financial Advisors to help high value clients secure their futures and build their businesses. As a Financial Services Associate, you will provide administrative and client support to seek business growth opportunities. You’ll build strong working relationships and have a meaningful impact on clients and their financial success. 

How You’ll Succeed 

Client Engagement – Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.

Problem Solving – Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.

Organizational Skills – Prepare client files, booking appointments, and maintaining schedules. Enable team success by improving team productivity and proactively uncovering business opportunities

Who You Are 

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

You’re driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.

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

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