Personal Banking Advisor: Client‑Focused Banking & Growth

BMO; Eastern Ontario; On-site; CAD 34,000 - 52,000; Full time

Job summary

A financial services company located in Kingston, Eastern Ontario is seeking a driven individual to provide exceptional service to customers. As a member of the team, you will assist clients with their banking needs, recommend digital solutions, and identify growth opportunities. This role requires experience in customer service and sales, as well as excellent communication and problem-solving skills. The role offers a competitive salary and a comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Discretionary bonuses

Retirement savings plans

Qualifications

• 1-2 years of relevant experience preferred.
• Registration to sell investment products in progress.
• Confident in using digital tools and platforms.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Collaborate with team members to identify growth opportunities.
• Guide customers on digital banking options.

Skills

Customer service

Sales

Communication

Problem solving

Interpersonal skills

Education

Relevant certification or equivalent experience

Job description

A financial services company located in Kingston, Eastern Ontario is seeking a driven individual to provide exceptional service to customers. As a member of the team, you will assist clients with their banking needs, recommend digital solutions, and identify growth opportunities. This role requires experience in customer service and sales, as well as excellent communication and problem-solving skills. The role offers a competitive salary and a comprehensive benefits package.