Personal Banking & Investment Advisor (Saturdays)

BMO; Fort McMurray; On-site; CAD 37,000 - 63,000; Full time

Job summary

A financial services company in Fort McMurray, Canada is seeking a qualified candidate to deliver exceptional service and financial solutions to customers. Key responsibilities include collaborating with partners, guiding customers in branch, and identifying opportunities for investment products. The ideal candidate will have 1-2 years of relevant experience, strong interpersonal skills, and a commitment to customer relationships. This role offers a competitive salary and opportunity for professional growth.

Benefits

Comprehensive training and coaching

Career advancement opportunities

Inclusive workplace environment

Qualifications

• 1-2 years of relevant experience; equivalent combination of education and experience acceptable.
• Registration to sell investment products must be completed within 12 months.
• Confident in using social media and technological tools.

Responsibilities

• Deliver exceptional service and advice to customers regarding financial solutions.
• Collaborate with partners to identify referral opportunities.
• Guide customers on available digital and self-serve banking options.

Skills

Customer service experience

Experience in sales roles

Interpersonal skills

Problem-solving skills

Analytical skills

Education

Certification in related field of study

Tools

Online tools and applications

Job description

A financial services company in Fort McMurray, Canada is seeking a qualified candidate to deliver exceptional service and financial solutions to customers. Key responsibilities include collaborating with partners, guiding customers in branch, and identifying opportunities for investment products. The ideal candidate will have 1-2 years of relevant experience, strong interpersonal skills, and a commitment to customer relationships. This role offers a competitive salary and opportunity for professional growth.