• High School diploma and/or 1+ years of relevant experience
• Investment Funds Canada (IFC) or equivalent – within 90 days of start date
• Post-Secondary or Undergraduate degree (in related field) preferred
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
• Knowledge of banking solutions and processes to advise customers
• A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
• A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to successful completion of required background screening, including criminal and credit checks. Any prior credit delinquencies must be fully resolved for at least six months before licensing can be obtained.