Banking Concierge & Personal Finance Advisor

BMO Financial Group; Victoria; On-site; CAD 36,000 - 55,000; Full time

Job summary

A leading financial institution is seeking a customer-focused representative in Victoria, Canada, to deliver exceptional service and provide banking advice. The role involves collaborating with partners, identifying customer needs, and promoting financial solutions. Ideal candidates have experience in consultative sales, strong interpersonal skills, and proficiency in digital tools. This position offers a competitive salary range of $36,000 to $54,500 and a comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• Between 1 – 2 years of relevant experience and/or certification.
• Registration to sell investment products must be completed within 12 months.
• Confident in using online tools and applications.
• Experience in consultative service or sales roles.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides financial guidance.
• Collaborates with partners to identify referral opportunities.
• Assists customers in branch with banking services.

Skills

Customer experience

Consultative selling

Social media proficiency

Interpersonal skills

Problem solving

Education

Relevant experience or certification

Job description

A leading financial institution is seeking a customer-focused representative in Victoria, Canada, to deliver exceptional service and provide banking advice. The role involves collaborating with partners, identifying customer needs, and promoting financial solutions. Ideal candidates have experience in consultative sales, strong interpersonal skills, and proficiency in digital tools. This position offers a competitive salary range of $36,000 to $54,500 and a comprehensive benefits package.