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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
Account Manager Small BusinessFort Nelson, British Columbia, Canada11/21/2009
Account Manager Small BusinessNewfoundland, Newfoundland and Labrador, Canada11/21/2009
Account Manager Small BusinessDurham, Ontario, Canada11/21/2009
Bilingual Pers. Banking Officer TraineeOttawa, Ontario, Canada11/21/2009
Bilingual UnderwriterToronto, Ontario, Canada11/21/2009
Conseiller stagiaire en finances personnelles NGGatineau, Quebec / Québec, Canada11/21/2009
Customer RepresentativeThe Pas, Manitoba, Canada11/21/2009
Customer RepresentativePrince Albert, Saskatchewan, Canada11/21/2009
Customer RepresentativeBlairmore, Alberta, Canada11/21/2009
Customer RepresentativeWinnipeg, Manitoba, Canada11/21/2009
Customer Support RepresentativePrince Albert, Saskatchewan, Canada11/21/2009
Directeur(trice) Service à la clientèleMontréal, Quebec / Québec, Canada11/21/2009
Financial AdvisorLac La Biche, Alberta, Canada11/21/2009
Financial AdvisorBrantford, Ontario, Canada11/21/2009
Financial AdvisorGreater Toronto Area, Ontario, Canada11/21/2009
Financial AdvisorEdmonton, Alberta, Canada11/21/2009
Financial AdvisorLethbridge, Alberta, Canada11/21/2009
Financial AdvisorGrand Falls-Windsor, Newfoundland and Labrador, Canada11/21/2009
Financial AdvisorBrantford, Ontario, Canada11/21/2009
Financial AdvisorShippagan, New Brunswick, Canada11/21/2009
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Most Recent Jobs

Account Manager Small Business - Fort Nelson, British Columbia
Description: POSITION SUMMARY: As a member of a Retail Branch sales team, you will be responsible for contributing to the Branch overall success by achieving negotiated sales goals which include business development, retention and referral goals, through the identification and satisfaction of business and personal banking needs/preferences on both sides of the customer’s balance sheet. You will be responsible for the profita...
Reference Code: 57866
Account Manager Small Business - Durham, Ontario
Description: POSITION SUMMARY: As a member of a Retail Branch sales team, you will be responsible for contributing to the Branch overall success by achieving negotiated sales goals which include business development, retention and referral goals, through the identification and satisfaction of business and personal banking needs/preferences on both sides of the customer’s balance sheet. You will be responsible for the profita...
Reference Code: 60226
Account Manager Small Business - Newfoundland, Newfoundland and Labrador
Description: POSITION SUMMARY: As a member of one of our Newfoundland & Labrador Retail Branch Sales Teams , you will be responsible for contributing to the Branch overall success by achieving negotiated sales goals which include business development, retention and referral goals, through the identification and satisfaction of business and personal banking needs/preferences on both sides of the customer’s balance shee...
Reference Code: 58306