Personal Finance Advisor advising Desjardins members and clients on investments, loans, insurance, and financial strategies. Hybrid role focused on trusted relationships and community outreach.
About the role
- Mobile Financial Services Representative serving Costco members at CIBC kiosks. Selling deposit products, identifying financial needs, and referring clients to banking-centre specialists.
Responsibilities
- Serve as the first point of contact at a CIBC kiosk in Costco warehouses
- Proactively engage Costco members to understand immediate financial needs and longer-term goals
- Identify opportunities and make viable introductions to banking-centre colleagues
- Complete sales of chequing and savings accounts
- Provide high-level information on mortgages, Investor’s Edge, and registered products within the agreed Costco product mix
- Refer clients to the appropriate Banking Centre for non-deposit account advice and servicing
- Deliver client service excellence and achieve sales performance targets
- Track, record, and update sales activities accurately in relevant tools and systems
- Process valid transactions, complete documentation on time, and obtain required authorizations
- Maintain client confidentiality and comply with established policies and procedures
- Open or close the kiosk as required
- Promote digital banking options, including mobile and online banking, and assist clients with their use
- Work rotational shifts and commute between nearby Costco warehouse kiosks as locations change
Requirements
- Experience in a fast-paced sales and service environment, preferably in a financial and client service industry
- Well-developed interpersonal and conversation skills
- Ability to proactively engage clients in a Costco Warehouse
- Entrepreneurial nature and comfort working in a self-managed environment
- Goal-oriented approach
- Digital proficiency and ability to adapt to evolving technologies, tools, and trends
- Ability to work on-site full-time
- Availability for rotational shift work Monday to Sunday between 7:00 AM and 9:00 PM
- Ability to work weekends and some statutory holidays
- Ability to commute between nearby Costco Warehouses
- Legally eligible to work at the specified location(s); valid work or study permit where applicable
- French proficiency may be assessed if applicable
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: paid day off dedicated to investing in growth and development
- Accessible candidate experience and accommodation support
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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