Personal Banking Advisor Position

Location: Quebec

Become a Personal Banking Advisor at our on-site branch, where you'll leverage your skills in client consultation and mortgage financing. Provide tailored solutions for both personal and small business clients.

In this permanent role, you will listen to client needs, offering advisory services in investments, personal financing, and estate planning. Collaborate with a team of experts and refer clients to specialists as necessary, ensuring compliance and high satisfaction rates. A welcoming environment evaluates ideas and encourages growth.

Key Responsibilities:

• Address clients’ complex needs effectively

• Advise on transactions, investments, and insurance

• Support mortgage renewals and negotiations

• Ensure client satisfaction and engagement

• Refer clients to specialists for targeted support

Requirements:

• College diploma (DEC) or equivalent

• Mutual fund representative (MFR) license required

• Experience in advisory roles preferred

• Open to diverse ideas and inclusive teamwork

• Bilingual in French and English

Utilize your advisory skills in a supportive environment while assisting clients in achieving their financial goals.
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