Personal Banking Advisor: Tailored Financial Solutions

BMO Financial Group; Milton; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial services organization in Milton, Canada is seeking an experienced personal banking advisor. This role entails providing exceptional service, identifying customer needs, and delivering tailored financial solutions. Ideal candidates will have 2-3 years of relevant experience, strong communication skills, and a passion for helping customers. The role offers a competitive salary and various benefits including health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Registration to sell investment products completed.
• Experience in financial services is an asset.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Provide needs-based assessments to grow loyalty.
• Make credit recommendations for personal lending transactions.

Skills

Customer engagement

Needs assessment

Sales experience

Problem solving

Communication skills

Collaboration

Education

Post-secondary degree in related field

Job description

A leading financial services organization in Milton, Canada is seeking an experienced personal banking advisor. This role entails providing exceptional service, identifying customer needs, and delivering tailored financial solutions. Ideal candidates will have 2-3 years of relevant experience, strong communication skills, and a passion for helping customers. The role offers a competitive salary and various benefits including health insurance and retirement savings plans.