Personal Banking Advisor – Help Clients Grow Their Wealth

BMO Financial Group; Drumheller; On-site; CAD 34,000 - 52,000; Full time

Job summary

A financial services provider in Drumheller, Alberta, is seeking a customer-focused individual for a retail banking role. This position involves advising customers on financial solutions, collaborating with partners, and enhancing the overall banking experience. The ideal candidate will have 1-2 years of customer service experience, be comfortable using digital tools, and demonstrate strong interpersonal skills. A competitive salary is offered, along with a benefits package including health insurance and retirement plans.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 1-2 years of relevant experience or equivalent education.
• Registration to sell investment products required within 12 months.
• Experience in consultative customer service or sales.

Responsibilities

• Delivers exceptional service to customers.
• Collaborates with partners to identify referral opportunities.
• Provides advice on banking services and product offerings.

Skills

Customer service experience

Social media proficiency

Interpersonal skills

Analytical skills

Education

Certification in related field

Job description

A financial services provider in Drumheller, Alberta, is seeking a customer-focused individual for a retail banking role. This position involves advising customers on financial solutions, collaborating with partners, and enhancing the overall banking experience. The ideal candidate will have 1-2 years of customer service experience, be comfortable using digital tools, and demonstrate strong interpersonal skills. A competitive salary is offered, along with a benefits package including health insurance and retirement plans.