Personal Banking Advisor: Needs-Based Financial Solutions

BMO; Northwestern Ontario; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial institution is seeking a Retail Banking Professional in Ontario to engage with customers and provide tailored financial solutions. Responsibilities include conducting needs assessments, offering advice on banking options, and ensuring compliance with lending regulations. Ideal candidates should have a degree, relevant experience, and strong customer service skills. Competitive salary and comprehensive benefits package offered.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 2-3 years of relevant experience.
• Working knowledge of personal and small business customer needs.
• Experience in financial services is an asset.

Responsibilities

• Engage with customers to identify financial solutions.
• Provide advice on digital banking options.
• Ensure compliance with lending and regulatory requirements.

Skills

Customer engagement

Needs assessment

Problem-solving

Interpersonal skills

Consultative sales

Education

Post-secondary degree in related field

Registration to sell investment products

Appropriate lending qualifications

Job description

A leading financial institution is seeking a Retail Banking Professional in Ontario to engage with customers and provide tailored financial solutions. Responsibilities include conducting needs assessments, offering advice on banking options, and ensuring compliance with lending regulations. Ideal candidates should have a degree, relevant experience, and strong customer service skills. Competitive salary and comprehensive benefits package offered.