Personal Banking & Lending Advisor

BMO Financial Group; Halifax; On-site; CAD 36,000 - 68,000; Full time

Job summary

A major financial services institution in Halifax seeks a Retail Banking Sales Representative to enhance customer relationships and provide tailored financial solutions. Ideal candidates will have 2-3 years of experience in financial services and strong interpersonal skills. The role involves conducting needs assessments, managing transactions, and adhering to compliance standards. A competitive salary ranging from $36,600 to $67,500 will be offered, alongside a robust benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• 2-3 years of relevant experience in financial services desired.
• Registration to sell investment products as appropriate for Canada.
• Working knowledge of retail investments and lending products required.

Responsibilities

• Engage with customers to provide personalized financial solutions.
• Conduct needs assessments and recommend banking services.
• Assist with customer transactions in a busy branch environment.
• Manage compliance and risk frameworks for lending processes.

Skills

Customer service

Sales skills

Knowledge of investment products

Interpersonal skills

Problem-solving

Collaboration

Education

Post-secondary degree in a related field

Job description

A major financial services institution in Halifax seeks a Retail Banking Sales Representative to enhance customer relationships and provide tailored financial solutions. Ideal candidates will have 2-3 years of experience in financial services and strong interpersonal skills. The role involves conducting needs assessments, managing transactions, and adhering to compliance standards. A competitive salary ranging from $36,600 to $67,500 will be offered, alongside a robust benefits package.