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Financial Services Professional
2 months ago
This is a dynamic and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.
Key Responsibilities- Listen to clients' needs and resolve complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
- Support your clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer your clients to your specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
You'll work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love.
Career OpportunitiesAfter gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.
Training and DevelopmentWe offer on-the-job learning to help you master your role. You'll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Basic Requirements- Hold a college diploma (DEC) or equivalent.
- Advisory service experience, inclusive attitude and openness to diversity.
- Competitive compensation.
- A wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options.
- Flexible group insurance.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and Family Assistance Program.
- Preferential banking services.
- Opportunities to get involved in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
