Banking Advisor Position

Position: Dynamic Banking Advisor Position
Location: Brossard

Drive client success as a Dynamic Banking Advisor. Apply your analytical abilities to listen and address the financial needs of personal and small business clients effectively.

In this full-time role, you will engage with clients to provide financial solutions tailored to their individual requirements. This mid-senior level position encourages professional development, including obtaining a mutual fund representative licence to enhance your advisory capabilities and service offerings. Collaborating with a specialist team, you will ensure a comprehensive service experience ensuring compliance with risk management policies.

Key Responsibilities:

• Engage with clients to identify needs and offer solutions

• Advise on personal investments and financing options

• Maintain high levels of client satisfaction

• Refer clients to specialists for their specific needs

• Adhere to regulatory compliance and risk protocols

Requirements:

• Required college diploma (DEC) or equivalent

• Must obtain mutual fund representative licence within three months

• Experience in advisory roles preferred

• Commitment to inclusion and diversity

• Strong communication and analytical skills

By utilizing your expertise, enrich the lives of clients and support their financial ambitions effectively.