Personal Banking & Investment Advisor

BMO Financial Group; Milton; On-site; CAD 36,000 - 55,000; Full time

Job summary

A leading financial services provider in Milton, Canada, is looking for a passionate individual in Retail Banking Sales & Service. The role emphasizes delivering exceptional customer service, offering financial solutions, and collaborating with branch partners. Candidates should have 1-2 years of relevant experience and a commitment to helping customers. The position offers a salary range of $36,000 to $54,500, along with benefits including health insurance and retirement plans. The work environment is dynamic, making it essential to thrive in a consultative sales atmosphere.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles.

Responsibilities

• Delivers exceptional service to customers and identifies their needs.
• Collaborates with partners to identify referral opportunities.
• Assists in conducting client conversations about banking services.

Skills

Customer service

Consultative sales

Communication

Interpersonal skills

Problem solving

Education

Relevant experience or certification

Job description

A leading financial services provider in Milton, Canada, is looking for a passionate individual in Retail Banking Sales & Service. The role emphasizes delivering exceptional customer service, offering financial solutions, and collaborating with branch partners. Candidates should have 1-2 years of relevant experience and a commitment to helping customers. The position offers a salary range of $36,000 to $54,500, along with benefits including health insurance and retirement plans. The work environment is dynamic, making it essential to thrive in a consultative sales atmosphere.