Personal Banking & Investment Advisor

BMO; Burnaby; On-site; CAD 36,000 - 55,000; Full time

Job summary

A leading financial institution in the Metro Vancouver area is seeking to hire a Customer Service Representative. This role involves delivering exceptional service to customers by identifying their needs and providing tailored financial solutions. Eligible candidates should possess 1-2 years of relevant experience and demonstrate consultative selling skills. The position offers a competitive salary ranging between $36,000 and $54,500, with additional benefits including health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• Typically 1 - 2 years of relevant experience.
• Registration to sell investment products must be completed within 12 months.
• Strong interpersonal skills to build customer rapport.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide financial solutions.
• Collaborate with BMO partners for referral opportunities.

Skills

Customer service experience

Consultative selling skills

Interpersonal skills

Problem-solving skills

Communication skills

Organization skills

Team collaboration

Education

Relevant experience or certification

Tools

Online tools and applications

Job description

A leading financial institution in the Metro Vancouver area is seeking to hire a Customer Service Representative. This role involves delivering exceptional service to customers by identifying their needs and providing tailored financial solutions. Eligible candidates should possess 1-2 years of relevant experience and demonstrate consultative selling skills. The position offers a competitive salary ranging between $36,000 and $54,500, with additional benefits including health insurance and retirement savings plans.