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About Retail Banking:

The Retail Branch sales and service team helps individual customers and small businesses become financially better off, by providing advice, information and service to help them achieve their personal and business goals.

Individuals in this career field perform a variety of sales and services jobs including: achieving negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs; providing excellent customer service by offering a full range of customized financial solutions; building and maintaining a portfolio of customers; promoting and maximizing the development and growth of residential mortgage business; promoting and selling lending and deposit products and services while applying sound risk analysis techniques and credit adjudication judgment.

Individuals working in this area hold a University diploma / degree and depending on the role are required to have successfully completed a qualifying course of study to obtain a licence to sell mutual funds such as the Canadian Investment Funds Course (CIFC), the Investment Funds in Canada Course (IFC), the Canadian Securities Course (CSC) and achieve a financial planning proficiency standard such as the Personal Financial Planner (PFP) and/or a designation as an Accredited Mortgage Professional (AMP).

Retail Banking job opportunities in this area include: Account Manager Small Business; Financial Advisor; Manager Customer Service; Customer Representative; Mortgage Specialist; Personal Banking Officer; Senior Personal Banking Officer.


Job Title Location Date
Customer RepresentativeBlairmore, Alberta, Canada11/21/2009
Financial AdvisorCoaldale, Alberta, Canada11/21/2009
Financial AdvisorEdmonton, Alberta, Canada11/21/2009
Financial AdvisorLethbridge, Alberta, Canada11/21/2009
Financial AdvisorLac La Biche, Alberta, Canada11/21/2009
Financial AdvisorMedicine Hat, Alberta, Canada11/21/2009
Mortgage SpecialistEdmonton, Alberta, Canada11/21/2009
Mortgage SpecialistCALGARY, Alberta, Canada11/21/2009
Mortgage SpecialistEdmonton, Alberta, Canada11/21/2009
Mortgage SpecialistRed Deer, Alberta, Canada11/21/2009
Personal Banking OfficerSlave Lake, Alberta, Canada11/21/2009
Personal Banking Officer TraineeGrande Prairie, Alberta, Canada11/21/2009
Personal Banking Officer TraineeFort Mcmurray, Alberta, Canada11/21/2009
Senior Personal Banking OfficerPeace River, Alberta, Canada11/21/2009
Senior Personal Banking OfficerFort Mcmurray, Alberta, Canada11/21/2009
Senior Personal Banking OfficerEdmonton, Alberta, Canada11/21/2009
Senior Personal Banking OfficerLethbridge, Alberta, Canada11/21/2009
Senior Personal Banking OfficerFort Saskatchewan, Alberta, Canada11/21/2009

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Most Recent Jobs

Financial Advisor - Edmonton, Alberta
Description: POSITION SUMMARY: As a member of the Retail Branch sales team, you are responsible for contributing to the team's overall success by achieving negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs Your primary role will be to build and maintain an assigned portfolio of customers with significant investable assets, proactively mining and cross-selling cus...
Reference Code: 59065
Financial Advisor - Lac La Biche, Alberta
Description: POSITION SUMMARY: As a member of the Retail Branch sales team, you are responsible for contributing to the team's overall success by achieving negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs Your primary role will be to build and maintain an assigned portfolio of customers with significant investable assets, proactively mining and cross-selling cus...
Reference Code: 59926
Financial Advisor - Lethbridge, Alberta
Description: POSITION SUMMARY: As a member of the Retail Branch sales team, you are responsible for contributing to the team's overall success by achieving negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs Your primary role will be to build and maintain an assigned portfolio of customers with significant investable assets, proactively mining and cross-selling cus...
Reference Code: 59026