We are authentic.  We say what we do and we do what we say.  As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference.
Joining an Unstoppable Team:We build teams that look out for each other, ask the best of each other and deliver the finest work.

Key Responsibilities
The successful candidate will be responsible for the following primary responsibilities:

• Perform minimum of 25 daily outbound cold sales calls (125 per week, 500 per month)
  • Initial sales funnel is provided
• Responsible for generating an average of 4 meetings per month
• Perform research to support the development of your sales funnel
• Become a subject matter expert on our product offering and its position in the competitive landscape.
• Collaborate with the lead investment advisor to develop innovative sales strategies
• Responsible for learning and covering all client service needs (market transactions, statements, interest validations across numerous platforms and products)
• Monitor activity, track progress, ensuring high quality prospect interactions (refer below to CRM Usage)

CRM Usage

• Clear and detailed notes of logged activities 
• Proper usage and delegation of tasks
• Properly update client profiles

The Following Qualifications are Required of the Successful Candidate
Show empowerment through solving problems and making decisions independently, while being accountable for the results.

Demonstrate agility by simplifying how we do things so that change becomes an ally–be open-minded.

Maintain trust-based relationships based on integrity and trust where interactions are authentic and human.

Be client-centric by demonstrating that you are accessible, convenient and proactive by adhering to the team's expected behaviours and commitments.

Be a Team Player who works cooperatively within the team and other departments to meet our customers’ needs.

Additionally, you show strength and leadership in:

• Strong relationship building and interpersonal skills
• Ability to multi-task in a diverse and fast-paced organization
• Strong written and verbal communication skills

Educational Requirements include:

• Post-secondary education in a relevant business discipline
• Be fully licensed as an Investment Associate or be willing to write the Canadian Securities courses and Conduct and Practices Handbook within 6 months of hiring

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.