Financial Advisor - Personal Banking

Position: Financial Advisor - Personal Banking Role
Location: Quebec

Join our team as a Financial Advisor and help clients achieve their financial ambitions in Sainte-Foy, Quebec. This Personal Banker role focuses on providing bespoke financial advice and investment guidance.

As a Financial Advisor, you will build strong relationships with clients by understanding their financial needs and advising them on high-level financial solutions.

Your role will involve addressing customer concerns while ensuring confidentiality and accuracy in all interactions. You will be an integral part of their financial journey, engaging in regular portfolio reviews and updates.

Key Responsibilities:

• Assess and advise clients on tailored financial strategies

• Develop enduring relationships through insightful engagement

• Boost customer confidence by answering questions and concerns

• Act as a primary contact for problem resolution

• Ensure compliance with relevant regulations and guidelines

Requirements:

• High school diploma and/or 1 year experience in banking

• Completion of IFIC or equivalent is mandatory

• Knowledge of investing and credit processes essential

• Strong organizational skills and proficiency in MS Office

• Effective communicator, able to convey information clearly

Leverage your skills to guide customers through their financial landscape and foster their success.
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