Personal Solutions Advisor

UNI

Municipality of Neguac

In loco

CAD 45.000 - 65.000

Tempo pieno

9 giorni fa

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Descrizione del lavoro

UNI in Neguac, NB is seeking a Permanent full-time Personal Services Advisor to help clients achieve their financial dreams by delivering tailored advice and a high‑quality customer experience. This role emphasizes trust, long-term relationships, and proactive service.

You will analyze credit needs, build long‑term relationships, and identify opportunities, while collaborating with the Director to meet business goals.

Competenze

  • Bachelor's degree in business administration.
  • Two years of experience in retail financial consulting.
  • Equivalence in training and experience will be considered.

Mansioni

  • Support the Director in achieving and monitoring business objectives to improve customer satisfaction.
  • Listen carefully and maintain long-term relationships to suggest the best financial strategies.
  • Carry out credit and other analyses and recommendations.
  • Prospect, solicit and refer new customers.

Conoscenze

Action-oriented
Customer-oriented
Learn with agility
Results-oriented
Strong interpersonal skills
Ensures accountability
Making quality decisions
Appreciate differences

Formazione

Bachelor's degree in business administration

Descrizione del lavoro

Your greatest motivation is to ensure that every customer receives the best solution to create value in their lives, in their dreams? Do you enjoy developing a relationship of trust and partnership with each customer? Are you driven by results? We need your skills.

CHALLENGE

To support the Director in achieving and monitoring business objectives, the Personal Services Advisor will play a key role in customer satisfaction.

You will contribute directly to the performance and success of the delivery of an optimal customer experience. By listening carefully and maintaining a long‑term relationship with customers, you'll suggest the best financial strategies to help them realize their dreams and create value. To do this, you'll carry out the necessary credit and other analyses and recommendations.

Always on the lookout for business opportunities, you'll prospect, solicit and refer new customers.

REQUIREMENTS

The person we are looking for has a bachelor's degree in business administration and two (2) years' experience in retail financial consulting. Any equivalence in training and experience will be considered.

BEHAVIORAL SKILLS
  • Action-oriented
  • Customer-oriented
  • Learn with agility
  • Results-oriented
  • Strong interpersonal skills
  • Ensures accountability
  • Making quality decisions
WORKING CONDITIONS

All applicants must be legally entitled to work in New Brunswick on the expected date of hire.

UNI is committed to providing an inclusive and barrier‑free work environment. If you have a limitation that may affect your performance at any stage of the recruitment process, you can request accommodation by informing our Talent Management team.

We are committed to providing reasonable accommodations to candidates who request them, to enable them to fully demonstrate their abilities. All information received regarding accommodation will remain confidential.

UNI offers one of the most competitive compensation and benefits packages in Atlantic Canada, as well as a group insurance plan and a pension plan. Salaries are determined based on skills and experience within the salary range for each job category. All applications will be treated as confidential.

Please apply no later than November 06, 2026.

CONTEST NUMBER
2610231114IE-REDO
Personal Solutions Advisor
Permanent full time| Neguac

Your greatest motivation is to ensure that every customer receives the best solution to create value in their lives, in their dreams? Do you enjoy developing a relationship of trust and partnership with each customer? Are you driven by results? We need your skills.

CHALLENGE

To support the Director in achieving and monitoring business objectives, the Personal Services Advisor will play a key role in customer satisfaction.

You will contribute directly to the performance and success of the delivery of an optimal customer experience. By listening carefully and maintaining a long‑term relationship with customers, you'll suggest the best financial strategies to help them realize their dreams and create value. To do this, you'll carry out the necessary credit and other analyses and recommendations.

Always on the lookout for business opportunities, you'll prospect, solicit and refer new customers.

REQUIREMENTS

The person we are looking for has a bachelor's degree in business administration and two (2) years' experience in retail financial consulting. Any equivalence in training and experience will be considered.

BEHAVIORAL SKILLS
  • Action-oriented
  • Customer-oriented
  • Appreciate differences
  • Learn with agility
  • Results-oriented
  • Strong interpersonal skills
  • Ensures accountability
  • Making quality decisions
WORKING CONDITIONS

All applicants must be legally entitled to work in New Brunswick on the expected date of hire.

UNI is committed to providing an inclusive and barrier‑free work environment. If you have a limitation that may affect your performance at any stage of the recruitment process, you can request accommodation by informing our Talent Management team.

We are committed to providing reasonable accommodations to candidates who request them, to enable them to fully demonstrate their abilities. All information received regarding accommodation will remain confidential.

UNI offers one of the most competitive compensation and benefits packages in Atlantic Canada, as well as a group insurance plan and a pension plan. Salaries are determined based on skills and experience within the salary range for each job category. All applications will be treated as confidential.

Please apply no later than November 06, 2026.

CONTEST NUMBER
2610231114IE-REDO

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