3+ YOECandidates need a post-secondary diploma or degree in business administration or finance and 3 to 5 years of business banking experience. They need knowledge of business lending policies, strong Excel, Word and PowerPoint skills, and the ability to analyze financial statements and exercise sound risk judgement.
2+ YOECandidates need two years of experience in financial services, ideally in wealth management, with a solid knowledge of financial products. Strong communication, attention to detail, and the ability to work independently and in a team are essential, and a Canadian Securities Course or IIROC registration is an asset.
2+ YOECandidates need three years of retail lending experience or two years in small business management or lending, plus proven business development skills. A post-secondary diploma or degree in commerce or business administration, or an equivalent mix of education and experience, is asked for.
Public relations, Contact customers, Sales, Client relationship management, Organizational skills, Cope with pressure
1+ YOECandidates need 1 to 3 years of financial services or sales experience, exposure to lending and investment products, and Mutual Funds licensing or willingness to get it within six months. Strong communication skills and Grade 12 are required, and post-secondary education in Business or Marketing is an asset.
3+ YOEProspera Credit Union needs at least 3 years in financial services, including one year in an advisory role, plus a mutual fund licence or willingness to obtain one within 6 months. Candidates also need strong retail lending and financial product knowledge, clear communication skills and contact centre experience as a strong asset.
3+ YOEProspera Credit Union needs candidates with 3+ years in financial services, including 1+ year in an advisory role, plus mortgage lending and mutual funds experience. A Mutual Funds licence is required, along with strong communication and relationship-building skills.
Documentation, Regulatory compliance, Financial capability, Relationship building, Communication skills