Personal Banker & Financial Solutions Advisor

BMO; Burnaby; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution in Burnaby seeks a customer-focused professional to engage clients and provide tailored financial solutions. The role necessitates fluency in English, with additional languages being an asset. Applicants should have 2-3 years of relevant experience and a background in sales or customer service, with strong interpersonal and problem-solving skills. Competitive salary range from $38,500 to $71,000 based on qualifications and performance. Enjoy a supportive work environment with training opportunities and comprehensive benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 2-3 years of relevant experience desirable.
• Experience in a consultative sales role required.
• Registration to sell investment products for Canada.

Responsibilities

• Engages with customers for needs assessments and service.
• Offers tailored financial solutions based on customer needs.
• Maintains knowledge of personal banking products.

Skills

Fluency in English

Knowledge of Mandarin

Customer service experience

Problem-solving skills

Interpersonal skills

Education

Post-secondary degree in related field

Job description

A leading financial institution in Burnaby seeks a customer-focused professional to engage clients and provide tailored financial solutions. The role necessitates fluency in English, with additional languages being an asset. Applicants should have 2-3 years of relevant experience and a background in sales or customer service, with strong interpersonal and problem-solving skills. Competitive salary range from $38,500 to $71,000 based on qualifications and performance. Enjoy a supportive work environment with training opportunities and comprehensive benefits.