Personal Banking Advisor: Growth, Advice & Solutions

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

Job summary

A leading retail banking institution is seeking a dedicated individual for a customer-focused position. The role involves engaging with customers, assessing their needs, and providing tailored financial solutions. Candidates should have 2-3 years of experience, a post-secondary degree, and strong interpersonal skills. The position offers competitive salary and various benefits, including health insurance and tuition reimbursement. Join a team passionate about delivering exceptional banking experiences.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically requires 2-3 years of relevant experience.
• Registration to sell investment products completed as appropriate.
• Experience in a consultative customer service or sales role.

Responsibilities

• Conduct needs-based assessments for customers.
• Engage in proactive outreach to build customer relationships.
• Provide guidance on financial solutions and self-serve options.

Skills

Customer engagement

Sales experience

Interpersonal skills

Analytical skills

Problem solving

Digital tool proficiency

Education

Post-secondary degree in related field

Tools

Social media platforms

Customer relationship management (CRM) systems

Job description

A leading retail banking institution is seeking a dedicated individual for a customer-focused position. The role involves engaging with customers, assessing their needs, and providing tailored financial solutions. Candidates should have 2-3 years of experience, a post-secondary degree, and strong interpersonal skills. The position offers competitive salary and various benefits, including health insurance and tuition reimbursement. Join a team passionate about delivering exceptional banking experiences.