Personal Banking Advisor — Drive Growth & Solutions

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

Job summary

A leading financial institution in Richmond Hill seeks a dedicated customer service representative to deliver exceptional service, assess customer needs, and provide tailored financial solutions. Ideal candidates should possess 2-3 years of relevant experience, strong interpersonal skills, and a commitment to customer satisfaction. The role offers a salary range of $38,500 to $71,000 with additional benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 2-3 years relevant experience and education or equivalent.
• Registration to sell investment products in Canada.
• Experience in financial services is an asset.

Responsibilities

• Engage with customers and assess needs.
• Provide tailored financial solutions.
• Maintain compliance with regulations.

Skills

Customer engagement

Consultative sales

Interpersonal skills

Problem solving

Analytical skills

Education

Post-secondary degree in related field

Job description

A leading financial institution in Richmond Hill seeks a dedicated customer service representative to deliver exceptional service, assess customer needs, and provide tailored financial solutions. Ideal candidates should possess 2-3 years of relevant experience, strong interpersonal skills, and a commitment to customer satisfaction. The role offers a salary range of $38,500 to $71,000 with additional benefits.