Personal Banking Advisor

Shape financial futures as a Personal Banking Advisor in Winnipeg. Help clients navigate investments, mortgage renewals, and tailored solutions in a supportive environment.

This advisory role focuses on personal and small business banking, requiring keen listening skills and the ability to resolve complex situations effectively. You will provide expert advice on transactions, financing options, and estate planning, ensuring every client receives personalized support tailored to their needs.

Key Responsibilities:

• Listen to clients and resolve intricate financial situations

• Offer tailored solutions for personal and small business clients

• Support clients through mortgage renewal and renegotiation

• Ensure high levels of client satisfaction and ongoing engagement

• Refer clients to specialists for specific financial services

Requirements:

• College diploma (DEC) or equivalent

• Mutual fund representative (MFR) license

• Experience in advisory services

• Embrace diversity and inclusivity

• Strong client service orientation

Empower clients with personalized finance solutions and contribute to their financial success in Winnipeg.
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