Current jobs related to Personal Banking Advisor - Winnipeg - Cambrian Credit Union
-
Personal Banking Advisor
3 days ago
Winnipeg, Manitoba, Canada Cambrian Careers Full timeAs a locally based financial institution, Cambrian Credit Union is known for delivering value and innovative new ways of banking to our members. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; and Innovative Spirit.Cambrian Credit Union is searching for a Personal...
-
Banking Advisor
4 days ago
Winnipeg, Canada National Bank of Canada Full timeA career as a Banking Advisor at National Bank is a 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. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...
-
Bilingual Banking Advisor
6 days ago
Winnipeg, Canada National Bank of Canada Full time**Primary Locations**:Winnipeg, Manitoba**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and provide high-quality advice...
-
Personal Lines Advisor
2 weeks ago
Winnipeg, Canada Personal Lines Advisor - Team Insurance Brokers Inc. Full timeJob Description to format for quality standards Job Description to format for quality standards Additional Information What we offer Our Team: Competitive Salary Great Hours Bonuses – Quarterly Profit Sharing Company Funded RRSP (no match required!) Company paid Benefits Package including a Health Spending Account Personal Days, or a bonus if you don’t...
-
Senior Financial Advisor: Holistic Wealth
5 hours ago
Winnipeg, Canada Scotiabank Full timeA leading bank in Canada is looking for a Senior Financial Advisor in Winnipeg. In this role, you will build and nurture strong customer relationships, provide strategic financial advice, and develop personalized banking solutions. The ideal candidate has a drive to meet sales targets and holds a Mutual Funds licence along with a CIFP Diploma. This position...
-
Winnipeg, Canada RBC Full timeA leading Canadian bank in Winnipeg seeks a dedicated Client Advisor to enhance client interactions and provide personalized banking solutions. The ideal candidate will have a Mutual Funds accreditation and a passion for client service in a fast-paced, target-driven environment. You'll engage actively with clients, deliver memorable experiences using...
-
Senior Private Banking Advisor
16 hours ago
Winnipeg, Manitoba, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Winnipeg, Canada AutoPac & Personal Lines Support - Richard McKenzie Insurance Full timeA family-run insurance brokerage in Winnipeg is seeking an AutoPac & Personal Lines Support Advisor to assist customers with transactions and provide coverage guidance. The ideal candidate will have strong customer service skills and be comfortable with Microsoft applications. The role offers competitive pay, support for licensing, benefits, and a supportive...
-
Personal Banking
2 weeks ago
Winnipeg, Canada BMO Full timeA major financial institution located in Manitoba is seeking a dedicated Financial Services Associate to enhance customer experience. You'll work with clients to understand their banking needs and assist them with various financial services. This full-time role requires a passion for helping customers, strong interpersonal skills, and the ability to thrive...
-
Senior Private Banking Advisor
3 days ago
Winnipeg, Manitoba, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
Personal Banking Advisor
3 weeks ago
Job Details Description As a locally based financial institution, Cambrian Credit Union is known for delivering value and innovative new ways of banking to our members. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; and Innovative Spirit. Cambrian Credit Union is searching for a Personal Banking Advisor experienced in providing complex credit and deposit advice paired with the ability to identify and educate our members on the value of our products and services, to join our growing team. As a senior member of the branch team, the Personal Banking Advisor provides leadership and expertise and works closely with members on a day-to-day basis to deliver personalized solutions and maintain solid relationships. In the role of Personal Banking Advisor, you will: Develop and nurture long-lasting relationships with current and potential members. Identify and understand the needs of members and provide financial advice and recommendations on complex credit and deposit services. Develop an effective pipeline of future business opportunities; establish and work an annual sales and marketing plans that include targeting member segments, applying prospecting tactics, utilizing referral networks and sales activity leads. Process a full range of member transactions including, but not limited to opening accounts, debit/credit cards, deposits, lines of credit, mortgages, personal and/or investment loans and related insurance products. Engage the support of Wealth and Small Business Advisors and other internal partners to meet the member’s needs. Your experience: Post secondary degree, diploma or certificate in business, or an equivalent combination of experience in retail/personal financial services You enjoy building relationships with people and want to provide solutions that simplify their finances 3+ years' experience delivering financial advice on complex credit and deposit services Digital literacy, comfort navigating applications in a digital and mobile environment Proficient in PC applications of Outlook, Word & Excel Critical thinker who analyzes information and uses logic to address issues, problems and challenges Ability to work well in an environment with multiple and often changing priorities Cambrian offers a work environment where teamwork and creative thinking are valued. In addition, we offer continuing professional development and a competitive total compensation package including: Extended health and dental benefit options, up to 80% employer paid premiums dependent on which coverage level chosen Defined Contribution Pension Plan – matched at 6% Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP Paid sick days, Paid emergency Absent days Customized training, career development planning, and structured onboarding Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards Annual Performance appraisals and Merit increase reviews
