Personal Banking & Financial Solutions Advisor

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

Job summary

A leading financial institution in Calgary is looking for a dedicated professional to join their retail banking team. The role involves engaging customers, providing tailored financial solutions, and supporting transactions to enhance customer loyalty. Ideal candidates will have 2-3 years of relevant experience in retail banking or sales, strong interpersonal skills, and a passion for helping clients. This full-time position offers competitive wages and opportunities for career growth.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 2-3 years of relevant experience in retail banking or sales.
• Registered to sell investment products in Canada.
• Knowledge of retail investments and lending products.

Responsibilities

• Proactively engage with customers to identify needs.
• Provide tailored financial solutions for clients.
• Support customer transactions and relationships.

Skills

Customer engagement skills

Social media proficiency

Consultative sales experience

Analytical thinking

Education

Post-secondary degree in a related field

Relevant financial certifications

Job description

A leading financial institution in Calgary is looking for a dedicated professional to join their retail banking team. The role involves engaging customers, providing tailored financial solutions, and supporting transactions to enhance customer loyalty. Ideal candidates will have 2-3 years of relevant experience in retail banking or sales, strong interpersonal skills, and a passion for helping clients. This full-time position offers competitive wages and opportunities for career growth.