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Reporting to the Branch Manager, you will:
promote and sell investment products,
analyse members needs and determine which product or service best meets their needs,
process member deposit transactions, such as Registered Retirement Savings Plans, Registered Retirement Investment Funds, term deposits, bonds and other investments,
open new accounts,
support staff in the delivery of products and services to members, and potential members.
As the successful candidate, you:
offer grade 12 plus 1 3 years of job related experience,
have completed a two year post-secondary Business Administration program. CUIC courses, sales training and product proficiency courses would be considered assets,
have proven dedication to providing quality member service,
have excellent communication skills and value teamwork as essential,
demonstrate commitment to self-development,
have working knowledge of various computer software programs.
It is a requirement for the successful candidate to be Mutual Funds Licensed. Those candidates who do not have their Mutual Funds license are welcome to apply and will be required to obtain their license within 6 months.
As part of our team, we offer some great perks at Synergy, including: a competitive salary and an excellent employee benefit program.