Banking Advisor in Chateauguay

Position: Full-Time Banking Advisor in Chateauguay
Location: Châteauguay

Elevate your banking career as a Full-Time Banking Advisor in Chateauguay, Quebec. This on-site position focuses on client relations, personal financing, and investment solutions.

As a Banking Advisor, you will listen to clients’ needs while providing expert advice to Personal and Small Business clients. The role involves supporting clients through mortgage renewal processes, ensuring satisfaction, and adhering to compliance rules. If you have a college diploma and a client-focused mindset, this position is perfect for you.

Key Responsibilities:

• Listen to clients and resolve complex financial situations

• Offer tailored advice on personal financing and investments

• Support mortgage renewal and renegotiation processes

• Ensure high levels of client satisfaction and engagement

• Refer clients to specialists for specific needs

Requirements:

• College diploma or equivalent required

• Mutual fund representative licence (MFR) within 3 months of hiring

• Experience in advisory services with an inclusive attitude

• Proficiency in French and strong interpersonal skills

• Background in finance, insurance, and business development

Bring your expertise in client education and personal banking to the esteemed financial services team in Chateauguay.
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