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Expert Financial Consultant

2 months ago

SaintApollinaire, Canada NBC Full time
Unlock Your Potential as a Banking Advisor

We are seeking a highly motivated and customer-focused individual to join our team as a Banking Advisor. This exciting role offers the opportunity to work in a dynamic environment, providing exceptional service to clients and helping them achieve their financial goals.

About the Role

This varied role 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. As a Banking Advisor, you will adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients.

You'll be responsible for listening to clients' needs and resolving complex situations, giving advice and offering appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. You'll also support clients through the mortgage renewal or renegotiation process, ensure client satisfaction and engagement, refer clients to specialist colleagues for their specific needs, and ensure adherence to compliance and risk management rules.

You will 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.

As a Banking Advisor, you will have access to personalized training content on banking solutions and the advisory approach to support your ongoing learning. You'll also have the opportunity to advance in the same role, get promoted, or move to another region or branch.

Requirements
  • Hold a college diploma (DEC) or equivalent
  • Hold a mutual fund representative (MFR) licence – If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it
  • Advisory service experience, inclusive attitude, and openness to diversity
What We Offer
  • Competitive compensation package
  • A wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, 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, and virtual sleep clinic
  • A barrier-free workplace that is accessible to all employees
  • The opportunity to work in a dynamic environment with a team of passionate individuals who value inclusivity and collaboration

We estimate the salary for this position to be around $60,000 - $80,000 per year, depending on experience and qualifications. If you are a motivated and customer-focused individual looking to make a difference in the lives of others, we encourage you to apply.